Inheritance tax: how to look after those you love and leave a powerful legacy - Equilibrium

New enquiries: 0161 383 3335
Existing clients: 0161 486 2250

Get in touch
Ask us a question













    Inheritance tax: how to look after those you love and leave a powerful legacy

    • Thursday 30 September, 2021
    • 10:00 – 14:00 BST
    • DoubleTree by Hilton Hotel & Spa Chester, Warrington Rd, Hoole, Chester CH2 3PD
    IHT event July21 library filter

    Inheritance tax: how to look after those you love and leave a powerful legacy

    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 our DoubleTree by Hilton Hotel & Spa Chester 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 

    Speaker image

    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.

    Book now

    Share
    09:30 – 11:00
    Equilibrium head office

    Cyber security

    In this digital age, we’re all connected more than ever, making it even more crucial to ensure our online experiences are safe and secure. Join us for a masterclass and discover the most effective ways to protect yourself online.

    masterclass the care conundrum hero Fully booked
    18:00 – 20:00
    Equilibrium head office

    The care conundrum

    An evening of learning with financial expert, Tim Latham, where he will take you through the different stages of care and share real-life client stories so you can see how this works in practice.

    masterclass law in order hero Fully booked
    18:00 – 20:00
    Equilibrium head office

    Power of attorneys

    Part of our Law in order series, this evening of learning is with financial expert, Andy Baker, who will provide step-by-step guidance on how to create a power of attorney document yourself.

    Advanced income tax mitigation

    Watch on demand
    Group 6 Created with Sketch.

    In order to get the best viewing experience of this website, we recommend downloading one of the browsers below: