Inheritance Tax Planning Seminar

5th October 2022

9.30-11.30am

Bracken Ghyll Golf Club, Skipton Road, Addingham, LS29 0SL

Inheritance Tax receipts received by HMRC in the financial year 2021/2022 were £6.1 billion! An increase of 14% (£729 million) on the previous year. Source: www.gov.uk

Barker Sutcliffe & Associates, in conjunction with Walker Foster Solictors and Quilter Cheviot Investment Management, are delighted to offer an invite to attend an Inheritance Tax Planning Seminar, which we are bringing to the local area.

The aim of the seminar is to help you to understanding Inheritance Tax and address these common questions.

How much is Inheritance Tax?

Does it apply to me?

How can I reduce the amount of Inheritance Tax I pay?

When is Inheritance Tax payable?

Can it be avoided?

Who pays Inheritance Tax?

To book your place please email: emma@barkersutcliffe.co.uk or phone 01756 799020

Tea and Coffee with Bacon Rolls will be provided at the start of the seminar.

Here to help you

Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives.

We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.

What our clients say

Kevin, I just wanted to say a huge “thank you” for your financial services and for truly caring and looking after my “mama” for many, many years!

GB Huddersfield

Graham provided excellent financial support with regard to mortgage choices and availability. I’ve genuinely had a very positive first-time-buyer experience. I will certainly be using Graham again.

DB Glusburn

To anyone looking for financial advice, I highly recommend director Paul Barker who has looked after my financial affairs for a number of years and in a most professional manner.

PT Sutton-inCraven

Want to know more?

To find out more or to arrange a meeting with us, please call
01756 799020, or email info@barkersutcliffe.co.uk