On Thursday 15 November 2007 Saint & Co are holding an Estate and Inheritance Tax Planning event which is being held at The Auctioneer Suite, Rosehill, Carlisle 5.30pm to 7.30pm. This event will cover the following topics: - How inheritance tax is calculated
- How joint assets should be held
- The use of lifetime gifts and the 7 and 14 year clock
- The importance of a will and power of attorney
- Available inheritance tax reliefs
- International issues - investments held abroad
- Trusts
- Tax efficient investments
There will be time at the end should you wish to discuss any points with the speakers or representatives of Saint & Co. To book a place on this event please contact Jane MacLachlan on 01228 534371 or email advice@saint.co.uk with "IHT Event" as the subject and giving details of the names of delegates attending, your business name, address and contact number.
Date:31 October 2007
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