Seminar invitation: Inheritance Tax & Charitable Giving – during your lifetime and in your Will
Wed 8 November 2017
As many of our supporters and corporate patrons may know, our Charitable status is important to The Octagon. Charitable donations make it possible for us to continue producing world class theatre on our Bolton stage and offering life changing opportunities within the community. During our 50th season we are relying heavily on the generosity of individuals, businesses and trusts to allow us to continue creating stories and changing lives.
Charitable giving enables both ourselves and our supporters the opportunity to participate in the valuable tax breaks permitted by HM Revenue and Customs.
It could be that not everyone who supports the Charity knows about all of the options that are available to boost their valuable and appreciated gifts courtesy of the taxman.
The Octagon Theatre have therefore asked one of our recently appointed corporate supporters, Chartered Financial Planners, Chancellor Financial Management Limited to give a short presentation which will explain the benefits of charitable giving and how it can be used to save tax. Another supporter, law firm, KBL Solicitors have also been invited to talk on the benefits of having a correctly structured Will.
The presentation will also touch on the Government’s recently introduced Main Residence Nil Rate Band which could potentially save couples up to £140,000 in Inheritance Tax.
Introduction – Roddy Gauld, Chief Executive, The Octagon.
Inheritance Tax – David Heaton, Chartered Financial Planner, Chancellor Financial Management Ltd.
Structuring a Will – Chris Taylor, Private Client Partner, KBL Solicitors.
The seminar, which is free to attend, will focus on how a correctly constructed Will and investment portfolio can be beneficial for investors with sizeable personal assets whilst also potentially benefiting a charity.
Date: Wednesday 8th November 2017
Time: 10.15am – 11.30am
Venue: Octagon Theatre
RSVP: To book your FREE place on this seminar please email RSVP@octagonbolton.co.uk
or call Danielle Fearnley on 01204 557141.
Who should attend?
Chancellor Financial Management Ltd are independent advisers authorised and regulated by The Financial Conduct Authority (FCA number – 450927).