Event Information
Patron only event
Patrons are invited to join The Courtyard’s staff and members of the board for our next meeting. There will be the usual tea, coffee and delicious cakes from our Café Bar, so we look forward to seeing you there! Please note that spaces are limited, so pre-registration is essential
Planning your legacy: how to be smart to support the people and causes you love
We welcome qualified financial adviser and former Courtyard Trust vice chairman, Steve from Steve Liddle Financial Planning to help you understand the complex inheritance tax landscape and how charitable gifts can play a part in a well-planned estate. This short presentation will offer a clear, balanced insight for anyone considering how to pass on wealth effectively and cleverly while supporting meaningful causes along the way.
