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: Blythswood Hotel, 11 Blythswood Square, Glasgow, G2 4AD
Date: 13th January 2026
Time: 10am - 12pm
Speakers: Hosted by expert Wealth Planners Kenny McKay and Keith Drysdale
Register below. Seats are limited and demand is high. Please register by 6th January 2026 to secure your space.
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.
This event will feature Foresight Group as our keynote speaker, sharing expert insights on estate planning and tax-efficient strategies.
As one of the world’s leading investment managers in real assets and growth capital, Foresight is recognised for its forward-thinking strategies that deliver sustainable and long-term returns.
Their diversified portfolio spans private and public markets, underpinned by their market-leading expertise in UK tax-efficient investing.
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.
Experts in Inheritance Tax
We are experts in Inheritance Tax (IHT) planning and provide tailored strategies designed to minimise tax liabilities and preserve family wealth across generations.
Our approach goes beyond generic advice, offering bespoke solutions that consider individual circumstances, family dynamics, and long-term goals. By leveraging tools such as trusts, lifetime gifting, and reliefs like Business Property Relief, we ensure assets are transferred efficiently and tax-effectively.
This expertise helps clients protect their legacy, avoid unnecessary tax burdens, and achieve a smooth transition of wealth to loved ones.
Learn more about Inheritance Tax
Inheritance Tax 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.