Your Future, Your Plan: Let’s Talk About Inheritance
10 June 2026, 10:30am - 1:30pmLeave the legacy you intend — not one left to chance.
Join us for an expert-led seminar designed to help you take control of your financial future and protect more of your estate for people who matter most.
With careful planning today, you can build a lasting legacy with clarity and confidence. This informative and practical session will guide you through the key considerations around Inheritance Tax (IHT) and broader estate planning, helping you make well-informed decisions about your future.
Why attend?
IHT planning can feel complex and overwhelming. Without careful preparation, a proportion of your estate could be lost to HMRC or used to cover care costs, reducing what you pass on to your loved ones.
At this seminar we will demystify the rules surrounding IHT, explain legitimate strategies to help mitigate IHT, explore how business relief may play a role in estate planning and help you understand your options and next steps.
What you’ll take away
By attending you will:
- Gain a clearer understanding of how Business Relief can help reduce IHT liability
- Learn key strategies to help protect your estate
- Feel more confident initiating conversations about your legacy with your family
- Have the opportunity to ask questions about IHT, retirement planning, investment management and wider financial planning
Meet the Speakers
Jake Kelly - Director, Downing
Daphne Ashford-Smith - Chartered Financial Planner, Peter Harding Wealth Management
Hosted by: Robbie Holman - Chartered Financial Planner, Peter Harding Wealth Management
Our speakers bring decades of combined experience in inheritance planning, retirement planning, investment management, and long-term wealth preservation. Their insight will help you better understand the opportunities available and the steps you can take now.
Downing is an established UK investment manager, combining decades of experience and scale with a strong commitment to client service. We work with Downing because of their proven track record in delivering specialist investment solutions, including Inheritance Tax (IHT) planning, listed multi-asset portfolios, UK investment funds, and a diverse range of investment strategies.
Guests
Planning your legacy often involves important conversations with those closest to you. We encourage you to bring a guest (up to two per registration) so you can begin these discussions together. Please provide guest names and contact details when registering.
Refreshments and Accessibility
Refreshments will be provided. Please let us know of any dietary or accessibility requirements at the time of booking.
Seats are limited – secure your place today and take the first step towards protecting your wealth and building the legacy you want.
Any questions about the event?
Contact peterhardingwm@sjpp.co.uk or call 01747 855554
The levels and bases of taxation and reliefs from taxation can change at any time. Tax relief is dependent on individual circumstances.
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