Inheritance Tax Planning: the essentials

Join Wilson Partners’ Tax Director, Sarah Clarke and guest speakers Charlotte Drury-Woods, Head of Private Wealth and Inheritance at Herrington Carmichael LLP and Marco Chabbi, Financial Advisor at Advanta Wealth for a seminar on the essentials around Inheritance tax and effective planning at the Wilson Partners Head Office in Maidenhead.

Planning for the future is important and understanding your financial position and managing your wealth within your lifetime can mean the gifting within your Will and Trusts can be executed in the most tax efficient manner, reducing the likelihood of your loved ones facing HMRC upon receiving their inherited funds and assets. With inheritance tax currently at 40% there is potentially a large tax bill to pay and careful planning in this area can really add value and save substantial sums.

There are many options to consider, with each case being unique due to personal, business and family circumstances. This seminar will see the experienced speakers lay out the basics and what to consider when planning for your wealth after your death and what can be done during your lifetime.

Book your spot:

If you’re unable to attend the event but would be interested in attending future in-person or virtual events please email [email protected].

Sarah Clarke, Tax Director (Wilson Partners):

Sarah focusses predominantly on Private Client Tax, working with ultra-high new worth individuals to small sole traders or property investors alike. Sarah aims to help clients understand their tax position and implements plans to mitigate their tax exposure, advising on a case-by-case basis on inheritance tax, income tax, capital gains tax and stamp duty land tax.

Marco Chabbi, Independent Financial Advisor (Advanta Wealth):

Marco’s main area of specialism is pension and retirement planning; however, he offers clients a holistic service including advice on investments, protection, estate planning, long term care planning and corporate solutions.

After achieving Chartered Financial Planner status Marco also has the relevant qualifications in discretionary investment management, mortgages, equity release and long-term care.

Charlotte Drury-Woods, Head of Private Wealth and Inheritance (Herrington Carmichael LLP):

Charlotte acts for clients with complex family and wealth backgrounds in respect of Estate and Trust Administration, Wills, Lasting Powers of Attorneys and Estate Planning.

Charlotte, a technically able expert, has extensive experience in dealing with all aspects of complex Estate Administration and specialises in advising in connection with the Administration of Contested Estates, an area which requires a specific skill set to be able to deal with the complex issues arising within the administration of an Estate which is, or has been, subject to a claim.