Inheritance Tax Masterclass
Protecting Your Family's Wealth Without Unnecessary Complexity... and Making Life Easier for Your Executors
Understand inheritance tax without the legal jargon, scare tactics or unnecessarily complicated planning.
For most families, inheritance tax planning doesn't need to be complicated. It simply needs to be effective enough to reduce unnecessary inheritance tax and probate costs and leave your executors in the strongest possible position.
This isn't about complicated tax avoidance schemes.
It's about understanding the rules well enough to make sensible decisions, preserve more of your family's wealth and ensure that, when the time comes, your executors have the knowledge and information they need to administer your estate with confidence.
My two objectives-
1. Help you protect more of your family's wealth during your lifetime and after your death
2. Show you how to keep full and proper records so that your executors are fully equipped to administer your estate with confidence.
Imagine your executors opening a folder and finding everything they need: a breakdown of your assets, pensions, gifts, important documents, key information and passwords, so they can administer your estate confidently and claim every inheritance tax allowance available.
Good planning can preserve many thousands of pounds that might otherwise be lost to unnecessary inheritance tax, avoidable probate costs and expensive mistakes. If this masterclass helps your family achieve that, then £297 could prove to be one of the best investments you ever make.
Join Deborah Wise, STEP-qualified estate planner, former solicitor and trusted educator, for a live four-session online masterclass designed to help you protect more of your family's wealth and make life easier for those you leave behind.
You'll receive practical guidance, live Q&A, downloadable resources and access to the session recordings, so don't worry if you can't make one of the live sessions.
Dates
Monday 10th August, Wednesday 12th August, Monday 17th August and Wednesday 19th August. 7pm - 8.30pm
Expert Guidance
Learn from Deborah Wise, a STEP-qualified former solicitor with over 20 years' experience helping families protect their wealth
Practical Planning
Understand the Inheritance Tax rules, exemptions and reliefs that really matter, without complicated jargon or unnecessary schemes
Confidence for the Future
Leave with a clear action plan to help protect more of your estate for the people you love
Imagine a future where your family's wealth is protected from unnecessary inheritance tax, avoidable probate costs and expensive mistakes... and your Executors know exactly what to do
Signing up for my masterclass will equip you with the knowledge to make that future a reality.
Limited Places Available
Because this is a live online masterclass, places are limited. Reserve your place today and take the first step towards protecting more of your family's wealth.
Join the Masterclass for £297 - a small price for peace of mind!
Reserve Your Place
