One of the country’s leading experts on estate planning, trusts and inheritance tax is coming to Cornwall to offer advice to investors.
Julie Hutchison, who was appointed as Standard Life’s first ever national development specialist for estate planning, will be leading a seminar organised by Truro and Wadebridge based independent financial advisers, Worldwide Financial Planning.
Focusing on changes in trust law the event follows on from the success of Worldwide’s recent stress management seminar, which was attended by over 30 local business leaders.
“We’re really pleased to have Julie coming down,” said Peter McGahan, managing director of the award winning firm.
“There have been some significant changes made by HM Revenue and Customs to trusts which affect anyone with an estate over £300,000.
“HMRC have made a number of changes that really complicate Inheritance tax planning but Julie is highly knowledgeable on the subject and it’s rare to get her down here so we are urging everyone to take advantage of the opportunity.”
The seminar will take place at the Alverton Manor, Truro, on Wednesday 11 April. There will be a morning session for customers from 10am till 12.45pm and an afternoon session where Julie will present for accountants and solicitors from 2pm till 5pm.
“I would urge anyone with an interest in looking after their investments to attend, as the changes affect a lot of people,” said Mr McGahan.
“Julie’s got a fantastic knowledge of the tax system and is a member of the ABI taxation committee and I would like as many people to benefit from this event as possible.”
For more information about inheritance tax, please click here
Follow us on Twitter
Become a fan on Facebook
Subscribe to the RSS Feed