We Will Discuss
- Why Waiting Could Cost More Than You Think
The importance of planning before circumstances – or rules – change. - Trusts Beyond the Myths
Why trusts are no longer just for the wealthy. - The Forgotten IHT Exemption
How regular gifts out of income can pass wealth tax-efficiently during your lifetime. - Trusts have an image problem. We’ll explain why.
- One of the most valuable inheritance tax exemptions is also one of the least understood.
Please note: Spaces are limited, so sign up now.
Pensions Reform & How It Could Affect You
We are collaborating with Finli Financial Planners to offer a seminar to discuss options for protecting your assets from Inheritance Tax.
Thursday 10 September 2026 at 09:00 for 09:45 – 11.45 at Newbury Racecourse
Q: What’s the biggest estate planning mistake?
A: Assuming you have plenty of time.
We Will Discuss
- Why Waiting Could Cost More Than You Think
The importance of planning before circumstances – or rules – change. - Trusts Beyond the Myths
Why trusts are no longer just for the wealthy. - The Forgotten IHT Exemption
How regular gifts out of income can pass wealth tax-efficiently during your lifetime. - Trusts have an image problem. We’ll explain why.
- One of the most valuable inheritance tax exemptions is also one of the least understood.
Please note: Spaces are limited, so sign up now.
Pensions Reform & How It Could Affect You
We are collaborating with Finli Financial Planners to offer a seminar to discuss options for protecting your assets from Inheritance Tax.
Thursday 10 September 2026 at 09:00 for 09:45 – 11.45 at Newbury Racecourse
Q: What’s the biggest estate planning mistake?
A: Assuming you have plenty of time.
Meet our Senior Tax Team
Phil Kinzett-Evans
Tax Director
Newbury
Rebecca Horne-Smith
Associate Tax Director
Swindon
David Jones
Tax Director
Abingdon
Tom Annat
Senior Tax Manager
Abingdon
Mark Duddridge
Senior Tax Manager
Newbury
