Events
Inheritance
tax and intergenerational
wealth –
free event at
The Potteries
WEDNESDAY 30 SEPTEMBER 2025
14:00pm – 16.00PM
Join us for an informative session on inheritance tax and planning for intergenerational wealth. Nicola Lowe, Managing Partner at HG Walker Solicitors, and Anthony Muraro, Independent Financial Adviser and later life specialist from Purbeck IFA, will be discussing key issues including whether your estate may be liable for inheritance tax, strategies to reduce your tax liability, and how to ensure your money is passed on to the right people at the right time in a tax-efficient way.
You’ll also have the opportunity to ask your own questions, share experiences and take a closer look at the care home.
To reserve a place please call the care home on: 01202 124885 or email caroline.hearne@carehome.com
Booking is required for this event
.
Purbeck IFA hosts regular community events that you may find useful. Please check this page frequently for the latest updates on upcoming events. Note that events may change without prior notice, so it’s best to confirm with me before making any travel plans. Thank you!