WAY Investment Services are delighted to invite you to morning seminars looking at Inheritance Tax & Estate Planning. The date and location for each event is shown below.

By attending you will qualify for 2 hours of CPD.

Date: Tuesday 17th March
Venue: Cheltenham Chase Hotel
Shurdington Road, Brockworth, GL3 4PB

Date: Thursday 19th March
Venue: Holiday Inn, Reading South
M4 J11, 500 Basingstoke Road, Reading, RG2 0SL

Date: Tuesday 24th March
Venue: Jesmond Dene House Hotel, 
Jesmond Dene Road Newcastle-Upon-Tyne NE2 2EY

Date: Thursday 26th March 
Venue: Thorpe Park Hotel
1150 Century Way, Thorpe Park, Leeds, LS15 8ZB

Timings for all seminars are:
9.00am Registration
9.30am Start
11.30am Event conclusion


WAY Investment Services will cover:

The Residence Nil-Rate Band – who qualifies, who doesn’t and who might not?
The Benefits of Flexible reversionary interest trusts
The Gifts from Normal Expenditure Rules
The Benefits of CGT assessable trusts over Income Tax assessable trusts