Inheritance tax: look after those you love and leave a powerful legacy – part one
You want your wealth to benefit those you love.
By taking action now, you can discover strategies to avoid a hefty tax bill and influence how your wealth helps loved ones now and in the future.
Join us at The Mere Golf Resort & Spa to learn more. There will also be a Q&A session at the end for any questions you may have.
Why should I attend?
By attending this event, you will discover how to:
- Understand the difference between inheritance tax planning and intergenerational planning
- Put your needs first, second and third so you can live the life you want
- Make sure your children are prepared for the responsibility of wealth
- Find peace of mind that your loved ones are looked after
- Help the people and causes you care about whilst reducing your inheritance tax liability
- Give more to charity without leaving less for your family
- Leave a powerful legacy
Your friendly expert
Ben Rogers
Chartered Financial Planner
Ben believes the power of financial advice goes far beyond just investments and tax, and that, if done correctly, it has the power to transform lives. His passion for financial planning lies in providing clients with confidence and clarity around their finances that allows them to make better decisions for them and their family.
What’s it like to attend an Equilibrium event?
Registration for this event closes in:
- Days
- Hours
- Mins
- Secs
- July 21, 2021
- The Mere Golf Resort & Spa, Chester Rd, Mere, Knutsford WA16 6LJ
- 10:30 – 14:30 BST
Join us for a seminar and complimentary three-course lunch where financial expert Ben Rogers will explain how to make sure the wealth you have earned goes to the people and causes you care about.
Registration for this event closes in:
- Days
- Hours
- Mins
- Secs
- July 21, 2021
- The Mere Golf Resort & Spa, Chester Rd, Mere, Knutsford WA16 6LJ
- 10:30 – 14:30 BST
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