Hard Earned Wealth; Soft Targets

Free Business Seminar for any business owners, farmers or anyone who works with them
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How the recent IHT & Pension changes affect Business Owners and their families

Whether you’re a business owner, a farmer, or someone who works with business owners or farmers, the recent changes made by the Labour government will impact you.

As a business owner, you’re often the first one in and the last one out. But with the recent budget changes over the last two years, it feels like the goalposts haven’t just moved; they’ve been shrunk.

Between the sweeping changes to Inheritance Tax and tightening of Business Relief, and new impending addition of your Pensions to your Estate, your hard-earned rewards are under constant pressure.

The “squeeze” isn’t just a feeling; it’s a reality that threatens your legacy, your retirement and your family.

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FREE BUSINESS SEMINAR

Join Dale and John for a practical, easy to understand seminar designed for business owners, those working with business owners, farmers and individuals who want clarity in a changing financial landscape.

They’ll break down the latest inheritance tax changes, new pension rules , and highlight some steps you can take to protect your family and preserve your wealth.

You”ll also gain clear insights into the Spring Budget and what it really means for you, your business, business partners and family.

A light lunch will be provided at the event

 

Book on below to a location which suits you best

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Modulus Financial Planning look forward for you to contact us for more information about any of our products or services.

Modulus Financial Planning

Suite 12, Avonmore House,
15 Church Square, Banbridge,
BT32 4AP, Co.Down, Northern Ireland

Let’s Talk About Your Finances

Here for all your saving & investment, pension & retirement planning, tax & estate preservation and insurances.

CALL: 028 40 33 68 67

Modulus Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. We are entered on the FCA Register under reference 965916. Registered in Northern Ireland, Company Number NI673772.
The guidance and/or advice contained within this website are subject to the UK regulatory regime and are therefore targeted at consumers based in the UK.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.

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