Ensure that your assets pass to the next generation smoothly and with as little loss to the exchequer as possible. Catherine Desmond from Smith Cooper and Lewis Hastie from Nelsons will be using a fictitious family case study to guide you through some tips for successful and tax efficient planning, whilst explaining some of the pitfalls of doing nothing or not updating your will planning. |
We will cover…
– The importance of planning and communication
– Tax efficient succession planning
– How to avoid a contested Will
Who should attend?
Our seminar will be of interest to landowners and farmers thinking ahead to the next generation.
Schedule
14:00 Arrival
14:30 Seminar begins
16:00 Light snacks and opportunity for networking
Date and location
Thursday 2nd May at The Wayfarer Stone Country Pub and Restaurant, Stone, Staffordshire, ST15 0NB.
Places are limited so if you would like to attend, please RSVP to [email protected]