We’d like to say a huge thank you to everyone who joined us for our recent Inheritance Tax event at Westerham Golf Club. It was the first of this kind for us and we’re delighted it’s proved to be a fantastic success.
A Fantastic Turnout at Westerham Golf Club
More than 80 guests attended to hear from David Braithwaite, Richard Harris, and Karen Gorbutt, who each explored the growing impact of Inheritance Tax and what the upcoming changes could mean for families.
Don't worry if you missed out
The event concluded with an engaging Q&A session, featuring all three speakers alongside Craig Brady and Jenny Brockman, where we discussed your questions and real-life scenarios. The discussion covered everything from pension planning and estate management to intergenerational wealth and protection solutions.
Don't worry if you missed out
The feedback we’ve received has been overwhelmingly positive, and it’s clear there’s a real appetite for more guidance and conversation around this important topic. It’s highlighted a genuine need within our community, and we’re already planning to run another event in early 2025 for those who weren’t able to join us this time.
Thank you once again to everyone who attended and helped make the day such a success. We thoroughly enjoyed meeting so many of you and look forward to welcoming you to future Citrus Financial events.
