Written by:
Alison Bone
Marketing & Communications Manager at Amber River HDA
Understanding IHT can help you plan for your family's future.
Let us help you understand Inheritance Tax (IHT). Amber River HDA is holding a seminar, specifically for those who want to know whether IHT will affect their estate and some of the steps that can be taken to mitigate any liability they may have!
Due to the IHT thresholds, this seminar will be most relevant and beneficial to individuals with total assets of over £500,000 or couples with combined assets of £1m+.
Expert speakers
At our Spring IHT event, Martin Johnston, Director and Financial Planner at Amber River HDA, will be explaining the rules around IHT and how good financial planning can help reduce a potential 40% tax charge on the assets you leave to your loved ones.
Our guest on the day will be Adam Hampson, Head of Private Clients at Tayntons solicitors of Gloucester, who will be explaining how Wills and Trusts can also be used to ensure benefits are passed on in line with your wishes.
Changes to IHT rules in April 2027
We will also be highlighting the forthcoming changes to defined contribution pensions and how these will be included in your estate from April 2027, along with the potential double taxation that some will be facing!
Let us help take the stress out of inheritance planning
What we will and won't be discussing
At our event we will discuss the latest changes to IHT and how this could affect you and your family:
- Do I have an IHT problem?
- How will the rule changes in April 2027 affect my unspent pension?
- How can I gift within the rules and control who I gift to?
We won’t be covering:
- Business Relief and Agricultural Property relief
Details and how to book
The presentation will run for approximately an hour, and we’ll be available afterwards should you want an informal chat with one of the team.
Venue: Ellenborough Park
Date: Wednesday 20th May 2026
Start time: 10:30am
Please note: Space will be limited, so please book your place to avoid disappointment. Click on the link below to take you to Eventbrite.
OFFICE
Amber River HDA
Our Cheltenham-based team has been advising clients across the picturesque counties of Worcestershire, Gloucestershire, Herefordshire and surrounding areas since the 1980s.
Small, but important print
We adhere to the FCA’s principles of Treating Customers Fairly (TCF). Read more here
Amber River HDA is a trading name of Hugh Davies Associates Limited which is authorised and regulated by the Financial Conduct Authority. No: 125569.
Registered office: New Barn, Manor Farm Courtyard, Southam Lane, Southam, Cheltenham, Glos GL52 3PB. Registered in England & Wales Company No. 1998413.
The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.
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