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A significant change announced in the October 2024 Budget could dramatically affect how much of your pension your loved ones receive.
To help you understand the impact of this change and the steps you can take to mitigate it, we’re running a free Inheritance Tax Trap Workshop.
Join us at the Salomons Estate on 3rd February.
Arrive from 10.30 for refreshments. The presentation will start at 11.00, with a complimentary lunch served at 12.30pm.
Address:
Salomons Estate
Broomhill Road
Tunbridge Wells
Kent TN3 0TG
Reserve your place now
Protecting Your Legacy from Inheritance Tax
Inheritance Tax has always been a concern, but from April 2027, pensions are expected to be included within people’s estates. For many families in the South East, particularly in areas like Tunbridge Wells where property values are high, this change could mean a significant increase in tax liabilities.
This free event will explain:
- What the 2027 pension rule change could mean for you and your family
- Other potential IHT reforms currently being discussed
- How to use current allowances to legally and ethically reduce your IHT bill
- Practical steps you can take now to help protect your pension and estate
The session will end with a Q&A, followed by a complimentary buffet lunch where you can continue the conversation with our team.
Our Speakers
At this special event, you’ll hear from David Braithwaite, founder of Citrus Financial and the BBC Radio Kent “Money Mentor”, alongside Karen Gorbutt, one of Citrus’s experienced advisers. Together, they will explain the inheritance tax changes ahead and share practical steps you can take to protect your wealth for the next generation.
David Braithwaite
MANAGING DIRECTOR
Karen Gorbutt
FINANCIAL ADVISER
About Citrus Financial
Founded in Sevenoaks by David Braithwaite, Citrus Financial has grown into a trusted local advice firm with a team of experienced financial advisers. Based in Chipstead, we help families across the South East feel better off and more confident about their finances. Whether it’s investments, pensions, mortgages, or inheritance planning, our mission is simple: to give you clarity, confidence, and control over your money.
Important Information
Inheritance Tax/Estate Planning is not regulated by the Financial Conduct Authority.
Approver Quilter Financial Services Ltd 14/08/2025