Adapting to the new Inheritance Tax: What you need to know to protect your legacy

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When: 13th February 2025

Time: 12:30pm

Where: Online Event

Learn how to protect your legacy and minimise the impact of inheritance tax following the recent changes.

The Autumn Budget 2024 announced some significant changes to inheritance tax that could mean higher tax liabilities for many people. Proactive financial planning has never been more crucial to ensure that you adapt your financial and estate plan so that you leave a legacy, not just an inheritance.

This webinar will guide you through the recent changes to inheritance tax and share the key strategies that will help you take control of your legacy and leave as much as possible to your loved ones.

You’ll learn:

  • What changes you need to make TODAY to keep more wealth in your family in the future.
  • The changes to pensions and inheritance tax and what they mean for you.
  • The tax benefit of gifting money to children and grandchildren.
  • How to safeguard your wealth from unintended consequences and ensure your assets go to your intended beneficiaries.
  • How to use Business Relief to reduce inheritance tax on certain assets.
  • Why having the right Trust for your circumstances will give you more flexibility and control.
  • The Importance of Lasting Powers of Attorney, Wills, and Probate so that your loved ones are protected.

Don’t miss this valuable opportunity to take control of your future and leave more money for those you love.

Register now to reserve your spot!

Rhodes Wealth Management

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