Inheritance Tax (IHT) is catching more families than ever before.
Recent budget changes mean that more business owners and individuals are now at risk of leaving a significant portion of their estate to the taxman, rather than their loved ones.
But it doesn’t have to be that way. Protect your wealth, secure your legacy.
Join us for a practical session on how to reduce your IHT liability and protect your family’s future. Register below.
Event Details - Beat the Inheritance Tax Trap
Venue: The Alverton, Tregolls Road, Truro, Cornwall, TR1 1ZQ
Date: 29 April 2026
Time: 10.30am - 2pm (lunch included)
Speakers: Hosted by expert Succession Wealth Planners alongside Nick Lattimer from Wolferstans Solicitors and Dominique Butters from Blackfinch Investments
What to Expect
This engaging session will cover:
Proven strategies to reduce your IHT exposure.
Discussion around the Autumn Budget announcement and its potential impact.
How Trust Gifting can work for you.
Key insights into effective Estate Planning.
A complimentary Estate Planning checklist:“10 Steps to Reduce Your IHT Liability”.
A live Q&A session to answer your personal questions.
Our Expert Panel
Joining us will be Nick Lattimer from Wolferstans Solicitors as our keynote speaker, renowned for their client focus approach. As part of our holistic offering, Wolferstans frequently collaborate with our planners to support clients comprehensively bringing together wealth management and legal expertise to ensure every aspect of their financial and estate planning is aligned.
Don’t miss this opportunity to gain insights from one of the UK’s most trusted names in legal advisory, helping you plan smarter, protect your assets, and achieve long-term financial security.
Alongside Nick, will be Dominique Butters from Blackfinch Investments who manage funds on behalf of retail investors and their financial advisers, who share our belief that investing has the power to do a world of good.
The content of this event is for general information only, does not constitute advice and is aimed at retail clients only.
Please note, the Financial Conduct Authority does not regulate advice on taxation, Trusts or Estate Planning. Succession Wealth is a trading style of Succession Wealth Management Limited, which is authorised and regulated by the Financial Conduct Authority. Financial Services Register number 588378.
Succession Wealth Management Limited is registered in England & Wales at The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth PL6 5FL. Registered Number: 07882611.