Join Acumen Financial Planning on 27th August 2025 in Edinburgh for an Inheritance Planning seminar – providing expert insights into inheritance tax planning updates and strategies.
Date: Wednesday 27th August 2025
Time: 12pm-2pm
Venue: The Bonham Hotel, 35 Drumsheugh Gardens, Edinburgh, EH3 7RN
Inheritance tax (IHT) can have a significant impact on your estate and your family’s financial future. Understanding the latest changes and planning ahead can help you navigate the complexities and make informed decisions.
Our session will cover essential topics, including:
- Understanding how inheritance tax works
- Navigating the post-Autumn 2024 budget changes
- Exploring effective planning opportunities
- Developing a personalised IHT action plan
Enjoy a relaxed and welcoming environment with refreshments provided. This seminar is an excellent opportunity to ask questions, hear from financial experts, and take proactive steps towards a well-structured estate plan.
Spaces are limited, so secure your place today to ensure you don’t miss out on this valuable learning opportunity.
Get in Touch:
For more information, email marketing@acumenfp.com or call us at 01224 392350.
We look forward to welcoming you and helping you prepare for this exciting new phase of life!
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Acumen Financial Planning Ltd is authorised and regulated by the FCA, FRN 218745.