29/05/2026
🚨 Important Update for Your Future Planning 📍 Baslow Village Hall - all day - 4th June
Did you know that starting from April 2027, a major rule change means most unused pension funds and pension death benefits are due to be included within a person's estate for Inheritance Tax purposes? For many local households, this change could unexpectedly increase potential tax exposure.
To help you understand exactly what this means for you, Heritage Wealth Solutions is hosting dedicated, local Inheritance Tax Private Reviews.
==== What is the review? ====
This is absolutely "not" a public seminar or a generic product presentation. It is an exclusive, private conversation with a highly qualified Chartered Financial Planner, such as Andrew Dodd APFS, BSc or Daniel Coates APFS, BSc.
The review is designed to help you clearly understand:
* Whether your estate may be exposed to Inheritance Tax under the new landscape.
* How your pensions, property, and savings fit together.
* Whether your current estate arrangements still look appropriate.
* A second opinion if you already have a financial adviser but want peace of mind.
Cost: Your initial private appointment is completely no-fee and no-obligation.
🎟 Bookings are strictly limited - Secure your private time slot today:
📞 Call: 01484 810 601
✉️ Email: [email protected]
💻 Online: www.heritagews.co.uk/wealthpreservation
🌿 Heritage Wealth Solutions Ltd is authorised and regulated by the Financial Conduct Authority (FCA No. 678847). The FCA does not regulate taxation, estate planning, or trust advice. Tax treatment depends on individual circumstances and may change in the future. This is a financial promotion issued by Heritage Wealth Solutions Ltd, is general in nature, and does not constitute financial advice or a personal recommendation.
