Your legacy, your way – strategic planning for Inheritance Tax

We are delighted to invite you to an in-person seminar, bringing together specialists across three key disciplines – tax, legal, and financial planning – for a timely and insightful discussion on inheritance tax and estate planning.

Inheritance tax can feel complex and uncertain, especially with the changes to legislation that came in during October 2024. Our expert panel will guide you through what you need to know, demystifying the myths and clarifying the steps you can take now to secure your legacy and safeguard your family’s future.

During the seminar, we’ll explore three key themes:

The evolving landscape of inheritance tax – what the October 2024 changes could mean for your estate, and how early planning can make a lasting impact
Quick wins and first steps – critical actions you can take now to structure your estate efficiently and in line with your long-term intentions
Long-term planning strategies – how to reduce your estate’s liability while preserving your financial security in retirement

Together, they’ll share practical, jargon-free insights into trusts, wills, tax mitigation, and estate preservation, ensuring you leave with clarity and confidence.

Speakers:

Kelly Gould

Associate Director, Tax

Kelly Gould is an Associate Director in Gravita’s Tax team, with a strong background in advising owner-managed businesses on a wide range of tax matters. She qualified as a Chartered Accountant in 2018 and subsequently specialised in tax, becoming a Chartered Tax Adviser and member of the Chartered Institute of Taxation in 2022.

Kelly’s expertise spans capital taxes, corporation tax, and personal tax, with a particular focus on providing strategic, tailored advice to business owners. She is also experienced in managing complex interactions with HMRC and supports clients on a variety of general tax matters. Her up-to-date technical knowledge and practical approach enable her to deliver clear, commercial solutions in an ever-evolving tax landscape.

Kelly possesses in-depth expertise in the NHS Pension Scheme, particularly in relation to the complexities introduced by the McCloud remedy. She has successfully guided clients through the intricate processes of tax reporting and pension recalculations. In addition, she provides tailored advice on a wide range of personal pension matters, offering comprehensive support to clients navigating the broader landscape of retirement planning and this is often delivered in conjunction with Inheritance Tax planning.

Speak to Kelly

Simon Richards

Associate Director - Evelyn Partners

Simon has worked for Evelyn Partners for over 10 years and has over 14 years of experience in Financial Services. Simon is a Chartered Financial Planner and a Fellow of the Personal Finance Society. He holds qualifications recognized by the Pensions Management Institute, and the Society of Trust and Estate Practitioners.

Simon prides himself in providing a bespoke personalized service to clients, helping them to meet their lifetime financial goals and objectives. Simon specializes in working with Family Businesses to provide holistic planning solutions including tax mitigation, income generation, succession planning and business protection advice. Simon’s background also includes providing advice on final salary pension schemes and other forms of guaranteed pension benefits.

Ian Newcombe

Private Client Partner - Stephens Scown

Ian is a partner in the Exeter Private Client team and has over 30 years experience in private client matters since he qualified as a solicitor in 1986. Ian obtained an LL.B from Reading University before attending the College of Law in Guildford for the Legal Practice Certificate.

He advises individuals and trustees on a range of tax and legal issues including:

Succession planning for farmers and other business owners
The preparation of Wills, trusts and on other means to reduce inheritance tax (IHT)
Advising on IHT planning and wealth preservation
Advice on passing on and protecting wealth from generation to generation
The preparation and registration of lasting powers of attorney