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Maximise Wealth & Save Taxes Through Charitable Giving

8th November 2017 @ 10:15 am - 11:30 am

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.

  • Charitable giving and remembering a charity in a Will                     
  • How the charity enriches the lives of people of all ages and backgrounds across Bolton and beyond


Inheritance Tax – David Heaton, Chartered Financial Planner, Chancellor Financial Management Ltd.

  • Now and approaching the changes to be fully implemented in the 2020/21 tax year                     
  • How a gift could reduce your estate’s eventual tax bill
  • How Gift Aid can boost your donation by 25% and save you tax                    
  • How the IHT incentive of 36% works & IHT planning opportunities


Structuring a Will – Chris Taylor, Private Client Partner, KBL Solicitors.

  • To include a legacy/advanced gifts to a charity i.e. endowments, gifts for specific charitable projects
  • Incorporating a charitable trust in a Will as well as inheritance tax benefits


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?

  • Any individual with net assets of £325,000 or more and couples with joint assets over £650,000
  • Individuals who have a duty to manage financial affairs under a Power of Attorney and who are therefore     unable to use gifting as a way of saving IHT
  • Those who are confused if the new Residence Nil Rate Band will apply to them
  • Those who have an existing Will which incorporates gifts to charities and/or a Nil Rate Band trust
  • Those concerned about making irreversible decisions should circumstances and/or the tax regime change in the future
  • Those who do not currently have a Will and are concerned about the laws of intestacy



Chancellor Financial Management Ltd are independent advisers authorised and regulated by The Financial Conduct Authority (FCA number – 450927).


8th November 2017
10:15 am - 11:30 am


Danielle Fearnley
01204 557141


Octagon Theatre
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