SEMINAR ON INHERITANCE TAX – MONDAY, 8TH OCTOBER, 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 who follow.

WHAT WE WILL COVER:
This is an opportunity to learn about Estate Planning, Legacy Planning, Bloodline Protection and Inheritance Tax. 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

PROGRAMME (timings to be confirmed once your place/s acknowledged):
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 Private Wealth Management Events are planned. If you have been unsuccessful in securing a place on this occasion, please check this website periodically for information on other upcoming events.

If you wish to receive information about any future events as soon as it becomes available, please
Register with us by emailing events@kmdpwm.co.uk and providing your contact details and areas of interest.

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


REVIEW YOUR SITUATION

  • KMD Private Wealth Management services are tailored to meet the needs of High Net Worth individuals and families.

    If you would like to have an initial conversation with one of our experienced chartered planners to briefly outline your current challenge/s, please call us or complete the form below. You will be under no obligation to use our services, but we hope will find the experience helpful in working through your priorities and deciding on next steps.

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