Inheritance Tax Seminar

The Rotary Club of Turton is looking to provide an informative seminar to any interested individuals, friends and relations within our region prior to the Government's Autumn Budget in November 2025.

Chancellor Rachel Reeves will be making many significant changes to the current rules in several different areas.

The seminar will be held in conjunction with Mattioli Woods, who are renowned Financial Advisors both locally and nationally.

The agenda will include the following important matters that may affect most people in the months and years ahead:

• Inheritance Tax including potential solutions to combat Inheritance Tax, and protect legacies
• Pensions
• Changing Tax Rules
• Case Study
• Mattioli Woods to take questions

Note: It is anticipated that the seminar will take place in the evening, locally in Bolton (Last Drop Hotel), on Tuesday the 18th of November 2025, and the venue will be decided upon once the number of interested participants is known.

The cost will be £15 per head, and the information provided by Mattioli Woods may save individuals hundreds, if not thousands of pounds, in future years

Please indicate your intention to attend, or should you require further information by contacting Rotarian Sandy Manning either by phone on 07434 583606 or by email at hedgehogwild13@gmail.com

This Seminar is highly recommended to anyone concerned about safeguarding, as much as possible, their individual assets and pensions.

We look forward to hearing from you and to seeing you at the event.