Free Inheritance Tax Planning Seminar

About the Seminars

Inheritance tax can significantly reduce the value of your estate. But with the right planning, you can take practical steps to minimise the eventual bill — both during your lifetime and through your Will. This free seminar will give you the knowledge, strategies, and tools you need to protect what matters most.

We are holding two seminars on the same day to give you ample opportunity to attend.

Date: Wednesday 1st October 2025
Times available: 3pm – 4.30pm or 6pm – 7.30pm.

Location: St Michael’s Hospice, Bartestree, Hereford HR1 4HA.

This seminar is delivered in partnership with Castle Green Financial Planning and Kirsty’s Law, trusted local specialists in estate and inheritance tax planning. Together, they bring years of experience helping families understand their options and make informed decisions. Please note: the seminar is for educational purposes only and does not constitute personal financial advice. Every situation is unique, and you may wish to seek guidance from a qualified adviser. Other inheritance tax planning providers are also available.

What you'll learn

1. How inheritance tax works and who it applies to
2. Proven strategies to reduce your estate’s tax liability
3. The role of gifts, trusts, and legacies in planning
4. A practical checklist of steps to consider in your own situation

 

Why attend?

Expert guidance – ask your questions in a relaxed, open setting with local specialists
Clarity on the rules – understand today’s inheritance tax thresholds and allowances
Actionable strategies – discover how gifts and trusts can reduce tax liabilities
Confidence in your planning – gain insights into wills, exemptions, and estate protection

Who should attend

Anyone looking to protect their estate for the next generation

Families wanting to understand how tax rules affect them

Individuals considering wills, trusts, or gifting strategies

Anyone uncertain about how inheritance tax really works

Reserve Your Place Today

Spaces are limited, and previous sessions have booked up quickly.

This seminar is delivered in partnership with Castle Green Financial Planning and Kirsty’s Law, trusted local specialists in estate and inheritance tax planning. Together, they bring years of experience helping families understand their options and make informed decisions. Please note: the seminar is for educational purposes only and does not constitute personal financial advice. Every situation is unique, and you may wish to seek guidance from a qualified adviser. Other inheritance tax planning providers are also available.

thanks to our partner:

Castle Green Financial Planning

Castle Green Financial Planning provide support and holistic financial planning to individuals, families and businesses, helping them grow and protect their wealth, building long term relationships and providing a source of trusted advice.

Find out more

thanks to our partner:

Kirsty’s Law

Kirsty’s Law is built on family values, and designed to support yours.
They believe that a house loved is a house sustained. And it is their job to love yours.

Find out more