Tax on Pensions, Savings and IHT Planning under Labour Event!

at Kilworth House Hotel on Thursday 8th May 2025 at 10am for coffee & pastries

Join us for the morning to learn essential tax planning strategies leading up to and in retirement, investment solutions and IHT planning.
From finding out how to optimise tax leading up to and in retirement to finding out how much IHT may be due on your estate and what you can do to reduce this without gifting your money away or using high risk strategies.

This session will empower you with the knowledge and tools to safeguard your money under Labours tax regime.

Hosted by:
Paul Eason & Bryony Evans
RMI Independent Financial Advisers

with Guest Speakers from HSBC Asset Management, Tyndall Investment Management and Puma Investments

Thursday 8th May

10am - 12:30pm

Kilworth House Hotel

Lutterworth Road, Leicestershire, LE17 6JE

Discussion Points

I've heard about the changes in IHT and would like to know more about this, how it will effect me and is there is anything I can do.

I've saved a significant amount into my personal pension and Labour have said that my pension funds will form part of my estate for IHT from 2026 is there anything I can do and are pensions still a good place to invest?

I've got a collection of savings plans with a number of bank and building society's and am concerned with rising inflation and taxes.

I'm interested in legacy planning but I don't want to gift my money away?

Can I put my house in trust to exempt it from IHT?

I'm paying a significant amount of tax, other than pension contributions are there any other ways of reducing this?

Google Reviews

Paul and the team always have clear and concise advice. Their down to earth approach to finances makes perfect sense.

Gilbert Holmes
Client since 2024

Paul and Bryony are always helpful, reliable, prompt and friendly.
I couldn't wish for better financial advisers!

Reenee Singh
Client since 2013

Meet your hosts

Bryony Evans is co-Founder and Operations Director at RMI Independent Financial Advisers. As a Chartered Member of the CISI and Financial Adviser with over 20 years in financial services she understands client's needs, the complexities of advice and the importance of a strong team. Driven by seeing her late father struggle against the tide of bureaucracy as an IFA she set out to build an IFA practice that harnesses technology to reduce the barrier of bureaucracy so her advisers can spend more time with our clients.

At home she enjoys looking after her 2 children, travelling with her familly and is currently training for the Blenheim Palace Triathalon!

Paul Eason is co-Founder and Managing Director at RMI Independent Financial Advisers. As a Chartered Member of the CISI Paul is passionate about helping people and families save tax, invest wisely and protect their wealth. Paul has over 30 years experience providing finanical advice previously working for leading insurance companies and enjoys reading all things financial, investment markets and tax!

As an expert in his field and a passion for financial services Paul works with a number of individual and business clients to develop clear, cost-effective and robust tax and investment planning strategies.

He lives in Market Harborough with his 2 daughters and enjoys keeping fit, red wine and for his sins, is a keen supporter of LCFC!

Register for the Event

Take the first step in securing your wealth today.

Register now for this must-attend talk and gain the knowledge you need to protect your wealth from tax Spots are limited—don’t wait!

We look forward to seeing you there!