Setting the scene
Informed Financial Planning are delighted to host a number of seminars for local professionals in 2025. Professionals in all capacities can attend these free sessions, which run every quarter and include guest speakers. The topics are chosen by you, for you.
Want to learn something new to share with your clients? Sign up via the link below to register your spot!
Date & Time
Thursday 16th January 2025 | 8:30 am – 10:00 am
Location
Informed Financial Planning, 8 Waterside Park, Hessle, HU13 0EG
Event Description
Chartered Financial Planner & Managing Director, Josh Richardson, will provide an in-depth analysis of the new rules surrounding inheritance tax (IHT), since the release of the Autumn Budget. Demonstrating IFP’s specialisms in tax, pensions and agriculture, Josh will break down how these changes could impact your clients’ financial plans, and what actions are essential to adapt to these upcoming changes.
Josh will cover all the critical updates from the budget with regards to IHT, offering practical guidance to help you and your clients navigate these changes. Expect to leave with a clear understanding of what the new rules around IHT will mean for clients, and practical tips on how to navigate potential planning opportunities for your clients.
This event is for professionals in the legal, financial and insurance sectors only.
Learning Outcomes
- Understand the new rules around IHT, introduced in the Autumn Budget.
- Understand the changes to Agricultural Relief and Business Relief, since the Autumn Budget.
- Understand the upcoming changes to pensions, set to take effect from 2027.
- Understand the available allowances and gifting strategies to mitigate IHT.
- Explore potential planning IHT opportunities for your clients.
Speaker Details
Josh Richardson MLaw (Hons) FPFS, Chartered Financial Planner and Managing Director, brings 9 years of financial expertise. Achieving Chartered status in 2018, he specialises in Retirement and Estate Planning, and is passionate about the education of financial services. Join Josh for an insightful session on the new rules surrounding IHT.
Register Here:
Please note, this form allows booking for one space at a time. If more than one person wishes to attend, each individual must register separately.
