Inheritance tax & Retirement Living

We understand that financial planning is deeply personal, and should never feel like a sales pitch. Join us at our upcoming seminar that will be led by an independent financial expert.

Their role is to provide clear, unbiased insights into the evolving financial landscape, helping you feel more informed and confident when reviewing your long-term plans.

This session will cover:

• The UK IHT landscape and recent changes
  A breakdown of the key reforms announced in the November 2024 Budget - particularly those affecting pensions and their role in estate planning.

• Key questions to ask yourself
  1. Do I understand the options available to reduce my future tax bill?
  2. How do recent pension changes affect my retirement and legacy plans?

• Finances around a retirement living model
  A practical look at how this lifestyle choice interacts with broader financial planning:
  1. Can I afford this now and in the future?
  2. What impact could it have on what I leave behind?
  3. Are there ways it could actually strengthen my financial position?

• Why tailored advice is crucial
  Our speaker will emphasise the importance of bespoke financial advice, tailored to your specific goals, values, and family circumstances.

Riverstone Kensington 

Adding life to your years

Join us at our upcoming event to find out more.

Date
Wednesday 9th July

Time
11:00am – 12:30pm

Agenda
11:00am - Arrival in Cinema Bar with continental bites
11:30am - Talk
12:30pm - Finish

Location

Riverstone Kensington, Coe House, 4 Warwick Lane, London W14 8FN
(Click for directions)

RSVP