STEP Cheshire seminar, AGM and meal. 28 September 2023

Please join STEP Cheshire for their next seminar and annual general meeting on Thursday 28 September. The seminar will be followed by a dinner for those wishing to attend, and the event is kindly sponsored by Canaccord Genuity Wealth Management.
Elis Gomer of 5 Stone Buildings: “Second Time Around: Hughes v Pritchard [2023] EWHC 1382 (Ch)”

Elis will be covering the following aspects of the case:

• The court’s approach to detriment and unconscionability after Guest v Guest [2022] UKSC 27
• Vitiating factors – What if it’s not unconscionable to go back on a promise?
• Controlling the narrative – what we learned from the first trial

Colin Bramhall of Octopus Investments: “Facing the Challenges and Opportunities of Inter-Generational Planning”

With Inheritance Tax receipts at an all-time high (£795m in June alone), and standard allowances frozen until 2028, many more people are facing a potentially avoidable tax charge on passing their wealth down to loved ones. We will look at some of the options available to plan for IHT, and why working with financial advisers could be beneficial to all parties.

Please email [email protected] to register.