Thank you to everyone who came along to our Inheritance Planning seminar, ‘Ready, Set, Inherit’ on 14th May at The Bonham Hotel in Edinburgh!
The seminar, hosted by Financial Planners David Gow and Andrew Sutherland, was dedicated to guiding you through Inheritance Tax and its potential impacts on your family’s financial future. We explored:
- Understanding how inheritance tax works – Breaking down the fundamentals
- Navigating the post-budget changes – What’s new and how it could affect you
- Exploring effective planning opportunities – Strategies to minimise tax liabilities
- Developing a personalised IHT action plan – Practical steps to take control of your estate planning
Next Event – 27th August 2025
Get in Touch:
For more information, feel free to get in touch with our team by email – marketing@acumenfp.com or call us at 01224 392350.
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