Please join us for an exclusive Legacy & Financial Planning Event being held at the majestic Wiston House at Wilton Park, near Steyning on Friday 18th October at 2.00pm. 

To let us know if you can come along (and you are welcome to bring a family member or friend) please RSVP by completing the registration form and let me know if you have any dietary requirements. Numbers are limited and if you can come, please secure your place now.

Rising house prices and frozen tax reliefs have tripled Inheritance Tax (IHT) receipts since 2009. This means that you may be losing up to 40% of your wealth once you reach the IHT threshold currently £325,000.

This event will give you the chance to hear from our trusted partner, Quilter Cheviot Financial Planning, as our distinguished speakers discuss practical strategies to help you plan, better protect the wealth you’ve worked hard to build and mitigate the impact of Inheritance Tax, whilst considering leaving a gift in your will to The Mary How Trust.

Many families and individuals build wealth during their lifetime to prepare for retirement and pass assets onto their loved ones. However, heirs and beneficiaries risk losing a significant part of this wealth once it reaches the IHT threshold.

We will be discussing:

✓ The importance of your will in minimising IHT, and how to make confident well informed choices for you and your family

✓ How IHT applies to property, pensions and investments

✓ Some of the many and varied reliefs, allowances and exemptions available to you so you can better protect your wealth

✓ How leaving a gift in your will to The Mary How Trust will reduce your IHT and ensure we can continue to save lives

✓ How you can write a new will, or update an existing will for FREE*

Following the seminar, guests will have the opportunity to meet the team over afternoon tea and ask any further questions they may have.

* Most people will be eligible for an entirely free will, but some people with more complex than average affairs may need to pay a discounted will writing fee. To determine this, we will ask you a few questions about your estate and circumstances. You will always be advised of any will writing fees applicable prior to deciding whether to get involved.

Inheritance Tax Planning is not regulated by the Financial Conduct Authority. Tax treatment varies according to individual circumstances and is subject to change.

The FREE will writing service is not available through Quilter Cheviot Financial Planning. But please note will writing is not part of the Quilter Financial Planning offering and is offered in our own right. Quilter Financial Planning accept no responsibility for this aspect of our business.

Approver Quilter Financial Planning Ltd & Quilter Mortgage Planning Ltd 02/09/2024.