Congratulations to Mr and Mrs Wright from near Easingwold, who correctly answered all the quiz questions at our Inheritance Tax Seminar held in York on 26 November.
Mr and Mrs Wright joined many other Yorkshire residents, interested in finding out more about Inheritance Tax and how to plan for this tax.
The seminar which included presentations from Nick Lawson (HGH Wealth Management), Nick Levens (Sanlam Private Wealth) and Nigel Atkinson (Hunter Gee Holroyd) discussed what Inheritance Tax is, how to calculate your personal liability and what planning options are available.
Inheritance Tax Planning options discussed:
- Making use of lifetime exemptions
- Will planning
- Trust planning
- Providing for potential tax liability with Life Assurance
HGH Wealth Management, Hunter Gee Holroyd, and Sanlam Private Wealth would like to thank everyone who joined us for this informative seminar to discuss the planning options and solutions available to minimise Inheritance Tax liabilities.
For more information and expert advice from a STEP (The Society of Trust and Estate Practitioners) qualified financial adviser, please contact Nick Lawson on 01904 655202 or email firstname.lastname@example.org or visit www.hghwealth.co.uk
Photo: Paul Dyson, Hunter Gee Holroyd Easingwold office, is pictured with Maggi and Paul Wright.