0117 9561067 / 0117 9560350
Copson Grandfield IHT Seminar 2012
We will be holding another one of our highly successful Seminars in February 2012 this time concentrating on Inheritance Tax and Long Term Care.
The Date - Tuesday 7th February 2012
The Time - 6.30pm (Buffet available from 6.00pm)
The Location - The Hawthorne Suite, Cleve Rugby Club, Mangotsfield BS16 9EN.
Guest Speakers
- Dominique Butters (Octopus Investments)
- Dr Paul Hutchinson (Hutchinson Legal & Associates)
Dominique Butters
Dominique has worked in Financial Services throughout her career spending 11yrs as a financial adviser and the past 9 yrs as a Tax and Trust Specialist. She holds the Diploma in Financial Services and is a member of the Society of Trusts and Estate Practitioners (STEP).
Dominique will be speaking on:
Inheritance Tax Planning using Government Incentives!
With the use of Govt incentives you can make investments which are IHT exempt in just 2yrs rather than the traditional 7yrs. Not only this, usually with IHT planning you cannot access your capital should you need it in the future yourself. By using a Govt incentive you are able to also keep control and access to your capital at all times! Also don’t worry if your money is tied up in properties and/or share portfolios which carry a tax charge should you sell them, as again there is a govt incentive available to enable you to sell an asset and with planning, not pay the capital gain but still benefit from IHT relief too after just 2yrs.
These are the areas of planning that we will be covering at our seminar so if you would like:
- Inheritance Tax Exemption after just 2yrs
Full control and access to your capital at any time
Either growth or capital preservation plans are available
Income or growth options
Be able to sell an asset and benefit from not paying the capital gains tax and being able to benefit from inheritance tax savings or
Have an elderly relative that you perhaps deal with where there is a power of attorney in place
Then this is the seminar to attend!
Dr Paul Hutchinson
Paul has worked in legal services for 13 years having started his career with Lyons Davidson Solicitors and then moving to the RAC Solicitors Practice. Paul set up his own firm Hutchinson Legal & Associates just over 7 years ago specialising in Wills, Powers of Attorney and estate planning especially inheritance tax planning and long term care fee planning. Paul is a member of the Institute of Paralegals and a Fellow of the Institute of Professional Willwriters.
Paul will be speaking on:
Estate Planning Using Trusts
Trusts are a misunderstood and underused product mainly because of the preconception that they are complicated and expensive but this is not the case.
- Trusts – what are they, how are they used, why are they useful;
Inheritance Tax planning using trusts – why it isn’t expensive;
Long Term Care Fee planning using trusts – why it works;
Combining legal services and financial services to get the best result for your estate planning needs [why we need Octopus etc];
If any client has the worry of inheritance tax, long term care fee planning or any of the other problems trusts can solve then
Then this is the seminar to attend!
If this Seminar is for you?
Spaces will be limited, so please call our Office Manager Lorraine Banks on
0117 9561067 or email her on lorraine.banks@copsongrandfield.co.uk.