By Caroline Anstee, Managing Director of Anstee & Co.
What next? Inheritance tax and planning opportunities.
- – How the recent tax changes will affect you and your clients.
Date. Wednesday 29th January 2025.
Venue. Wellingborough Golf Club, Harrowden Hall, Northamptonshire.
Time. 10 am-midday we welcome our professional connections.
2 pm -4 pm we welcome our clients.
Tea/Coffee and biscuits will be served at both events.
Why are we holding these sessions?
As you are aware there were changes in the recent budget that makes planning for inheritance tax very interesting. Although some changes do not take effect yet, there are crucial dates to consider and planning for these will be very important. Since the budget we have received a lot of enquiries regarding the changes, and I think listening to the experts on the topic will help you understand more about it and how it affects anyone with a pension.
We have accessed some leading technical specialists who will talk us through the changes, what they mean and how they could impact you or your clients.
In the morning session.
We will welcome our professional connections, the agenda will be:
- Royal London – technical presentation on the impending changes to pensions.
- LGT Wealth Management– Technical presentation, planning and how the new tax regime will affect our clients.
- Quilter Cheviot – a market update from one of their leading investment managers,
In the afternoon session.
We will welcome our clients the agenda will be:
- Anstee & Co. – Caroline will talk you through the changes and how pensions are affected.
- LGT Wealth Management – an insight into the overall tax regime and planning areas to consider.
- Quilter Cheviot – a market update, from one of their leading investment managers.
How do I book in?
If you are interested in either of these sessions, please RSVP by email to jane@ansteeco.co.uk, booking is essential, as we have limited places.
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