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Upcoming Inheritance Tax Seminar - Monday 8th October, 2018

Posted on August 17th, 2018

KMD is offering a limited number of places at a FREE seminar to anyone with significant wealth wishing to protect it as an ongoing legacy for the next generation and those that follow.

WHAT WE WILL COVER:
This is an opportunity to learn about Estate Planning, Legacy Planning, Bloodline Protection and Inheritance Tax and the seminar will look at how to calculate IHT, ways to reduce it and explain why planning is essential.

We will also address the dilemmas that people can face and the challenges of Family Governance that can make passing wealth down a difficult process.

Scenarios and case studies will be used to illustrate our presentations and explain the steps and discussions that can help keep wealth in the family.

LOCATION & TIMING:
DATE: Monday, 8th October, 2018
VENUE: Saffron Walden Golf Club
TIMING: 11 for 11.30am, includes lunch

OUTLINE PROGRAMME (timings to be confirmed):
11.00 for 11.30 Arrival, refreshments served
11.30 - 12.00 Presentation - IHT and Bloodline Protection
12.00 - 12.20 Presentation - Family Governance
12.20 - 12.30 Q & A
12.30 approx. Pre-lunch drinks
12.45 approx. Lunch

PLEASE NOTE: Places are limited and offered on a first come, first served basis
RSVP: events@kmdpwm.co.uk

An application for a place is no guarantee of confirmed attendance. Further information on arrangements for the event will only be sent to confirmed attendees. We will notify you if over subscription to the event means that all places have been filled and we are unable to accommodate you.

FUTURE EVENTS:
More KMD Wealth Management Events are planned, so if you are unsuccessful in securing a place on this occasion, please visit the KMD Update area of our website periodically for more information.

If you wish to join our mailing list and receive information about any future events as soon as it becomes available, you can also register with us by contacting events@kmdpwm.co.uk

KMD Private Wealth Management is authorised and regulated by the Financial Conduct Authority.

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