Birmingham Branch - Inheritance Tax

Event type
Venue
Weightmans Temple Row, Weightmans Llp, St. Philips Point, BIRMINGHAM B2 5AF
Region
West Midlands & Mid Wales
Event dates
Wednesday 15 June 2022 - 18:30 to 20:15
Agenda

Join us on Wednesday 15th of June to hear our speaker, Sarah Walker, from Weightmans talk about inheritance tax and succession planning

Weightmans is a leading top 45 UK law firm with eight offices employing more than 1,200 people, including more than 180 partners. The firm offers a range of legal services to public organisations, private companies and individuals.

Sarah is Partner & National Team Manager at Weightmans. She is private client specialist on all Tax Planning, Trust & Wills and Probate matters, putting her client’s needs first to achieve effective solutions to protect their wealth. Sarah is a full member of the Society of Trust and Estate Practitioners.

During the session, she will cover the following points:-
 Pre death planning for inheritance tax via Wills, lifetime gifts and trusts;
 Post death planning for inheritance tax via deeds of variation.

After the presentation there, will be a Q&A session followed by an opportunity to networking with peers.

Agenda detail

18:00 Registration with welcome drinks and canapés.

18:30 Inheritance Tax – mitigation both pre and post death

19:30 Q&A – a chance to ask the questions that matter to you most.

20:00 End of presentation & networking opportunity

Inheritance Tax

Inheritance Tax

Session times
Wednesday 15 June 2022 - 18:30 to 20:15
Free event

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