EVENT - Seminar Invitation


EVENT - Seminar Invitation

Supporters and corporate patrons of the Octagon Theatre may know,  Charitable status is important to The Octagon.  Charitable donations make it possible for them to continue producing world class theatre on our Bolton stage and offering life changing opportunities within the community. During their 50th season they're relying heavily on the generosity of individuals, businesses and trusts to allow them to continue creating stories and changing lives.  

Charitable giving enables both the theatre and their supporters the opportunity to participate in the valuable tax breaks permitted by HM Revenue and Customs. It could be that not everyone who supports the Charity knows about all of the options that are available to boost their valuable and appreciated gifts courtesy of the taxman.

The Octagon Theatre have therefore asked corporate supporters KBL and Chancellor Financial Management to give a short presentation which will explain the benefits of charitable giving and how it can be used to save tax and the benefits of having a correctly structured Will. 

The presentation will also touch on the Government’s recently introduced Main Residence Nil Rate Band which could potentially save couples up to £140,000 in Inheritance Tax.

The seminar, which is free to attend, will focus on how a correctly constructed Will and investment portfolio can be beneficial for investors with sizeable personal assets whilst also potentially benefiting a charity.

Date:  Wednesday 8th November 2017

Time:  10.15am – 11.30am

Venue:  Octagon Theatre

RSVP: To book your FREE place on this seminar please email RSVP@octagonbolton.co.uk or call Danielle Fearnley on 01204 557141.  

Who should attend?

- Any individual with net assets of £325,000 or more and couples with joint assets over £650,000.

- Individuals who have a duty to manage financial affairs under a Power of Attorney and who are therefore unable to use gifting as a way of saving IHT.

- Those who are confused if the new Residence Nil Rate Band will apply to them.

- Those who have an existing Will which incorporates gifts to charities and/or a Nil Rate Band trust.

 - Those concerned about making irreversible decisions should circumstances and/or the tax regime change in the future.

Those who do not currently have a Will and are concerned about the laws of intestacy.                                                                                                      

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