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Sorry this is a past event, registration is no longer open.

Date: Thursday 1st Jun 2017

Time: 12:30 – 14:00


Venue: Hilton Birmingham Metropole Hotel, B40 1PP

We are hosting a seminar on estate and succession planning, designed to help advisers and their clients plan for the 2017/18 tax year and beyond.Failing to effectively plan ahead for the next generation can potentially leave families with problems to unpick including a tax bill to pay. Our CPD accredited seminar will act as a refresher on the inheritance tax rules and will also provide financial planning ideas to benefit your clients and potentially unlock professional connections.


  • New Principle private residence tax relief
  • Business Relief, uses  & benefits
  • Sale of Business & sheltering from IHT
  • Generational planning ideas
  • The use of Trusts
  • Working with professional connections

The Lunch will run from 12:30pm to 2:00pm and structured CPD credits are available.

Places are limited, so please contact the LGBR sales team by email or phone on 020 3195 7100 to reserve your place.

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Please do not hesitate to get in touch for further information on LightTower Partners or on the investment products we distribute.

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