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: Freeth’s, 10th Floor Central Square, 29 Wellington Street, Leeds, LS1 4DL
Date: Wednesday 21 May 2026
Time: 10.00 – 13.00
Speakers: Hosted by expert Succession Wealth Planners Dan Chaplow, David Bywater alongside Suzanne Porter from Freeths.
Reply by 14th May.
Register your details below.
What to Expect
This engaging session will cover:
Proven strategies to reduce your IHT exposure.
How Trusts & 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 Suzanne Porter, Director in Freeth’s’ Trusts, Estates & Tax team. With over 20 years’ experience advising private clients, business owners and agricultural families, Suzanne specialises in estate planning, trusts, and complex cross border matters.
Suzanne is also the first Lady Steward of the historic Barmote Courts for the Duchy of Lancaster, reflecting her deep expertise in longstanding estate and land matters. Suzanne brings clear, practical insight to help clients plan effectively and protect their assets for the future.
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.
Learn more about Inheritance Tax
Inheritance Tax (IHT) can be a complex area of estate planning but understanding how it works can help you make informed decisions about your finances and the legacy you want to leave.