How to Use a Trust to Help with Your Inheritance Tax Planning

Venue: Denbies Wine Estate, Dorking

Join us for an informative and practical seminar exploring how Trusts can play a key role in effective Inheritance Tax (IHT) planning.

Our Managing Director, Gregor Watt, will guide you through the fundamentals of Trusts and explain how they can be used to help protect and pass on your wealth to loved ones.

 What We’ll Cover:

• What is a Trust? Who is involved, and what types are available?
• Real-life examples of how Trusts can be used depending on your circumstances and desired outcome
• Practical next steps and the potential benefits of putting a Trust in place

Following this seminar, join us for informal networking with wine or soft drinks. As it is National Cheese Day, we will be offering a range of cheeses and canapes in the beautiful surroundings of Denbies Wine Estate.

Trusts are not regulated by the Financial Conduct Authority.