Inheritance Tax following the 2024 Budget
Online Seminar - Launched February 2025
Act now to preserve and maximise your family's inheritance
4 online modules
Our Step 1 to Step 4 modules give you the information and guidance you need to understand and navigate inheritance tax.
Honest and Transparent Advice
Honest, unbiased advice from an experienced professional.
Actionable Outcomes
Practical strategies and tips to enable you to use the information within this course and apply it to your personal circumstances.
Peter, Chester
"The on-line seminar was a great idea; extremely useful and impressively put together. We have made a plan to reduce our liability to IHT based on the seminar and were able to discuss this at length with our financial advisor earlier this week.
It is now being implemented and we shall be requesting to see you again as soon as things are finalised. That meeting will be to consider any changes necessary to our wills."
Martyn, Northwich
"I enjoyed watching your presentation and think it is appropriate and thorough. I wish it had been available earlier as it would have saved me hours of searching the GOV website.
I have recommended it to my daughter and to friends. Thank you for producing such an enlightening introduction to a complex topic."
