Thank You for the Overwhelming Response to Our Inheritance Tax Trap Event

We’ve been absolutely delighted by the response to our upcoming Inheritance Tax Trap event. Within just a short time, we reached full capacity of 100 attendees, This is far beyond our expectations. A fantastic response that shows just how important and timely this subject has become.

The Inheritance Tax Trap

Because of this, we’ve now closed registrations. We’ve also started a waiting list, and we’ll be in touch if any places become available.

On the day, we’ll be covering:

  • Why Inheritance Tax is making headlines – looking at the political and economic backdrop, and what’s driving recent changes.
  • How Inheritance Tax works in practice – with clear explanations and case studies.
  • Practical solutions – practical strategies and expert planning to help manage the impact.

Don't worry if you missed out

We’re really looking forward to seeing everyone who has registered.

If you weren’t able to secure a place this time, don’t worry. Due to the incredible demand, we’re determined to run the event again in the new year and will keep you updated with the details.

Thank you once again for your support and interest.

Tax treatment varies according to individual circumstances and is subject to change.

Inheritance tax planning, trusts, tax planning, and estate planning are not regulated by the Financial Conduct Authority.

Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 29/09/2025

Season’s Greetings from Citrus Financial

As the year draws to a close, the team at Citrus Financial would like to take a moment to thank you for your continued support throughout 2025. It’s...

Fraud Alert: The AI Voice Scam That Sounds Like Someone You Love

You receive a voicemail from your son or daughter. They sound panicked. They say they’ve been in an accident and urgently need money. You can hear the...

The Inheritance Tax Trap: Why You Need to Act Now

Inheritance Tax (IHT) has long been one of the most contentious areas of financial planning. With frozen thresholds and rising property values, more...

Stay in the loop

SUBSCRIBE TO OUR MONTHLY NEWSLETTER