FREE Financial Planning Workshop

If you're concerned about inheritance tax and wish to know how to leave your estate to your children and grandchildren without losing family assets to HMRC, then please join Alma Vale Wealth Management Ltd for a free financial planning workshop in Westbury-on-Trym Village Hall.

The FREE Financial Planning Workshop: Estate Planning and Inheritance Tax on Thursday 27th July, will cover a range of relevant topics such as intestacy, gifting allowances and nil rate bands, including the new main residence nil rate band. We will then consider some financial planning strategies that can help you to mitigate inheritance tax.

The workshop will start at 1:30pm and last approxiamtely 1.5hrs. Teas, cakes and biscuits will be provided on arrival and there will be a comfort break after 45 minutes.

Westbury-on-Trym Village Hall is situated in the heart of the Westbury-on-Trym, there is free parking for three hours in Westbury Hill Car Park. The path from the rear of the car park will bring you directly to the hall without needing to walk up the hill on the main road.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.

To reserve your place please contact Lucy Saunders on 0117 353 3042 or email

Alma Vale Wealth Management Ltd represents only St. James Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Groups wealth management products and services, more details of which are set out on the groups website at