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 Life (UK) Ltd, 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?
