The Budget and IHT Planning - The Good, The Bad and The Ugly

Presentation by Time investments held at the Star Inn, Willerby, Hull

Please note: This is an in person event and will not have any online option. The session will start with a free buffet networking lunch followed by presentation on The Budget and IHT planning.

Learning Objectives 

• Reminder of BR Rules and Changes and how these changes are positive for Advisers
• Maximising tax allowances Post Budget
• Using Business Relief as part of Trust Planning
• IHT calculator Demo , allows for growth is estate value every year and includes existing BR and APR assets held
• Planning ideas following the news Pensions will be liable to IHT.

Free car parking is available at the venue.