The Retirement Café: Inheritance Tax made simple

Event Date: Fri 5 July 2019

You’ve worked hard to earn your wealth and want to pass as much as possible on to your loved ones. But the rules around inheritance tax are complex and mistakes can be costly.

Come to The Retirement Café to have it all explained. Get guidance on practical steps you can take to legally reduce your inheritance tax bill.

Pose your questions directly to Chartered Tax Adviser, Kurt Lee and Chartered Financial Planner, Justin King to understand how to pass on your wealth tax efficiently.

Information shared is for guidance only. You will definitely not be sold to at the Retirement Café. In fact, you cannot buy anything – not even the coffee! The coffee is on us and so is the chat.

Tickets are free, but spaces are limited, so register now to avoid disappointment.


  • Venue: The Italian Villa at Compton Acres
  • 164 Canford Cliffs Road
  • Poole
  • Dorset
  • BH13 7ES

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