Thomas Westcott: Inhertitance Tax & Pension Freedoms

11 October 2017
Boringdon Hall Hotel, Colebrook, Plympton, Plymouth, Devon PL7 4DP

This special event is aimed at business owners, professionals and senior executives seeking to understand the recent changes to Inheritance Tax and Pensions and how best to benefit from the new rules. You will hear presentations from a panel of experts including a Chartered Tax Adviser, a Chartered Wealth Manager, an Estate Planning Solicitor and our special celebrity guest speaker, BBC financial pundit and Co-Founder of Seven Investment Management, Justin Urquhart-Stewart.


You should leave the event with a good basic understanding of the following:-
• How Inheritance Tax works, when is it payable and by whom
• The new Main Residence Nil Rate Band
• Transferable Nil Rate Bands
• Transferable Tax Wrappers (including ISAs and new generational Pension funds)
• Pension Freedoms, Functionality & Death Benefit Nominations
• Lifetime Gift Exemptions
• Potentially Exempt and Chargeable Lifetime Transfers
• Holdover & Business Property Relief (what are IHT Exempt Assets?)
• How to use life cover to fund Inheritance Tax
• Powers of Attorney & Letters of Wishes

Our speakers include:-

Keynote Speaker: Justin Urquhart-Stewart: BBC financial pundit and Co-Founder of Seven Investment Management
Together with Tom Sheridan, Justin founded 7IM to deliver radical common sense in an industry where that quality is hard to find, and is Head of Corporate Development. As an enthusiast
of financial education and service, he is a champion of providing clients the very best, clearly expressed market news and views. Justin is one of the most recognisable and trusted market
commentators on television, radio and in the press.

Simon Lake: Chartered Financial Planner, Fellow of the Personal Finance Society
Simon is part of the Thomas Westcott financial planning team and specialises in pensions, tax
and estate planning for private individuals and business owners. He is also a regional Chartered Champion where he mentors other professionals with their qualifications.

Sheldon Cole: Chartered Accountant, Chartered Tax Adviser
Sheldon trained and qualified as a Chartered Accountant and Chartered Tax Adviser with Ernst
& Young in London. Sheldon has over 20 years’ experience of providing income tax, CGT, inheritance tax and corporation tax advice to high net worth individuals, property owners, entrepreneurs, director shareholders and their companies.

Marjorie Creek: Solicitor
As a private client solicitor, Marjorie’s primary focus is upon wills, lasting powers of attorney, probate, estate planning, elderly client care and challenging care home fees. Marjorie is a member of STEP, Solicitors for the Elderly, the National Mental Capacity Forum and is the firm’s Dementia Friends Administrator at the Alzheimer’s Society.

Delivery Organisation: 
Thomas Westcott Chartered Accountants
How to Register: 

If you would like to join us on 11th October please contact Olivia Burls on 01392 288555 or email by 27th September.

Please feel free to bring with you your spouse/partner, business colleagues or friends. Attendees will be entered into a luxury hamper draw.

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