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Seminar – Your Legacy, Your Way. Strategic planning for inheritance tax
Concept for - Your Legacy, Your Way - Strategic Planning for Inheritance Tax

Event Details

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Stephens Scown is proud to partner with Gravita and Evelyn Partners and would like to invite you to their joint seminar.

Inheritance tax can feel complex and uncertain, especially with upcoming changes to legislation this October. Our expert panel will guide you through what you need to know, demystifying the myths and clarifying the steps you can take now to secure your legacy and safeguard your family’s future.

During the seminar, we’ll explore three key themes:
• The evolving landscape of inheritance tax – what the October 2024 changes could mean for your estate, and how early planning can make a lasting impact.
• Quick wins and first steps – critical actions you can take now to structure your estate efficiently and in line with your long-term intentions.
• Long-term planning strategies – how to reduce your estate’s liability while preserving your financial security in retirement.

You’ll hear from a distinguished panel:
Kelly Gould, Associate Director at Gravita
Ian Newcombe, Partner at Stephens Scown
Simon Richards, Associate Director at Evelyn Partners

Together, they’ll share practical, jargon-free insights into trusts, wills, tax mitigation, and estate preservation – ensuring you leave with clarity and confidence.

RSVP: by Monday 1 September

 

Stephens Scown is committed to creating an inclusive environment for people with disabilities. If you need something that will help you to participate fully in this event please do let us know.
Please let us know of any dietary requirements when you complete the booking form.

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