IHT Planning Masterclass

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If you are trying to reduce or mitigate your potential IHT liability this is the masterclass for you.

Our expert panel will walk you through the technical detail, providing you with a pragmatic consideration of IHT planning techniques.

This masterclass will cover:
• Valuing your assets
• Wills
• Gifts, exemptions and the seven year rule
• Nil rate bands • Trusts
• Family investment companies (FIC)

Our Panel:
• Paul Howorth – Menzies Wealth Management
• Gemma Bull – Menzies Private Client