Inheritance tax: What you need to know

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Inheritance tax: What you need to know

If you’d like to understand more about inheritance tax and how it impacts you and your family, then this talk is for you.

By Halifax in partnership with Schroders Personal Wealth

Date and time

Tue, 5 Nov 2019 18:00 - 20:00 GMT

Location

Halifax Flagship Branch

118-132 New Oxford Street London WC1A 1HL United Kingdom

About this event

Brought to you by McClure Solicitors you’ll learn about:

  • Inheritance tax planning
  • Wills and the importance of having one
  • Gifting property
  • Equity release.

Afterwards, there will be plenty of time to ask any questions you may have.

After the event, you’ll enjoy drinks and light refreshments. When booking a ticket, please do let us know if you have any specific dietary requirements.

There will also be a Schroders Personal Wealth Advisor on hand to provide you with more information about Schroders Personal Wealth and to answer any further questions you may have. Schroders Personal Wealth offer a personalised financial planning service for people with at least £100,000. This could be in savings, investments and/or personal pensions, and/or £100,000 in sole annual income.

Tickets are free and you are welcome to bring a friend or family member with you. Simply register for two tickets – one for you, one for them.

Register for your ticket today.

FREQUENTLY ASKED QUESTIONS

Why are you running this event?

This event is part of our Wealth Events programme, being run to celebrate our new partnership with Schroders Personal Wealth.

Who will be attending this event?

Halifax customers and other people wanting to enjoy our event and find out more about the Schroders Personal Wealth Financial Planning Service.

Can I attend more than one Wealth Event?

Yes, absolutely! Sign up for a ticket for each event you would like to attend.

If you’ve got any other questions not covered above drop us an email at halifaxwealthevents@halifax.co.uk

Please note that any information sent via email is not secure and could be read by others, therefore please do not include any personal information in the emails you send to us.

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