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Inheritance Tax Planning: Safeguarding Your Family's Future

Inheritance Tax Planning: Safeguarding Your Family's Future

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About This Event

An Inheritance Tax Planning workshop will occur at Cumberwell Park Golf Club on 9 November 2026. This session aims to help participants safeguard their family's future regarding inheritance tax matters. The workshop is free to attend.

Tax, legal and financial advice in one room.

Gooding Accounts in partnership with DJH are delighted to invite you to an exclusive breakfast seminar at Cumberwell Park, bringing together leading experts from across the DJH Group to help you plan and protect your family’s wealth.

With the Chancellor’s Budget fast approaching, our seminar offers an ideal opportunity to consider any relevant announcements, review your current position and explore how best to plan for your family’s long-term interests.

Your expert line up

Laura Hutchinson

Managing Partner at The DJH Tax Specialists.

Specialising in inheritance tax and succession planning, UK and offshore trust taxation Laura provides holistic tax solutions for a family’s affairs as a whole. She'll breakdown options for passing down your family business and the benefits of lifetime planning.

Jim Knights

Director of Financial Planning at DJH Perspective.

With over 20 years of experience in financial planning, Jim will explore inheritance tax, with a particular focus on the implications of pension pots being brought within the scope of Inheritance Tax from April 2027.

Rachel Watkinson

Managing Director of Estate Planning at DJH

A qualified solicitor Rachel will explore the role of wills in inheritance tax planning, highlighting key considerations to help ensure your estate is structured in line with your wishes and your family’s interests.

Ross Perry

Director of Financial Planning at DJH Perspective.

A Chartered Financial Advisor with more than 30 years in the industry Ross will join Jim to cover the importance of ongoing planning in an ever-changing financial climate.

Secure your free spot

Spaces are limited so book yours today!

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Searching near Cumberwell Park Golf Club, Bradford-on-Avon, BA15 2PQ
Check-in: Monday, 9 November 2026
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Frequently asked questions

Inheritance Tax Planning: Safeguarding Your Family's Future takes place on Monday, 9 November 2026 at 08:00.

Inheritance Tax Planning: Safeguarding Your Family's Future is held at Cumberwell Park Golf Club in Bath (Cumberwell Park Golf Club, Bradford-on-Avon, BA15 2PQ).

Entry to Inheritance Tax Planning: Safeguarding Your Family's Future is free.

Yes — hotels within walking distance of Cumberwell Park Golf Club can be compared using the accommodation search further down this page.

Tickets for Inheritance Tax Planning: Safeguarding Your Family's Future can be booked via Eventbrite using the "Check Tickets & Live Prices" button on this page, which opens the official booking site in a new tab.

Price

Free Entry

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