Scrutton Bland Adviser Winter 2018

Protecting your legacy Inheritance Tax and Trusts

Ensuring that you have the right legal, tax and financial advice is important when making decisions regarding your wealth. Careful planning and informed decisions can help protect your own financial future and those you care about.

Following the success of our recent events, we are teaming up with some of the region’s leading solicitors to deliver a series of presentation events designed to help you understand the options available to you and explain how you can protect your legacy.

In our presentations, we will provide practical examples and guide you through: • Using trusts to save tax: Understanding the benefits and dispelling the myths • What tax is due? How inheritance tax is calculated and the reliefs available • Non-trust alternatives: the options available and how diversification can help

We will be running these free events across the region in 2018/2019.

If you would like to find an event near you and book a place, or simply find out more about the options available to you when planning to protect your legacy, call 0330 058 6559 or email

0330 058 6559


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