IHT: Getting the balance right…
…weighing up tax efficient Inheritance Tax (IHT) planning against a comfortable retirement and later life; your objective should be to achieve both but you need to develop a strategy to succeed.
Developing a strategy for IHT and your later life is not a priority for many clients. Later life, post-retirement, however you think of it, can easily last for 20-30 years and so typical retirement funds can be exhausted at the very time that you need the most financial support.
The most difficult step you can take is to recognise that you do need a defined strategy to balance your later life planning with IHT efficiency. Our seminar will help you to start the process, or where you have already started, help you to review and update your thinking.
Date: February 26, 2015
Lynne Rowland - Partner, Kingston Smith,
Chris Hogarth, Financial Planner Kingston Smith Financial Advisers,
Dominique Bonn - Legal Counsel, Kingston Smith
36-44 High Street