Turnout was over 60 clients and friends
Subjects were:
- Saving Inheritance Tax (IHT)
IHT is chargeable at 40% above your nil rate band, many people’s estates will still attract large IHT bills. IHT is known as a voluntary tax, as it can easily be planned for. We will discuss some ideas, which can give 100% IHT relief in just two years. - How to make your pension last in retirement
Since the pensions freedom legislation in 2015 many more people are shunning annuities and their poor rates and drawing from their pensions in retirement. This comes with significant risk, as your income is not guaranteed and your funds are still invested.
We discussed the difference between investing for growth and income and the potential pitfalls of not having a suitable strategy in place.
