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
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.
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.
8th November 2017
RSVP: To book
your FREE place on this seminar please email RSVP@octagonbolton.co.uk
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.