Talking Inheritance Tax: Join Us for a Free Seminar at Mottram Hall

Thursday 12th February ’26 • 10am – 12.30pm • Mottram Hall • Tickets →

Inheritance Tax (IHT) is becoming an increasing concern for families, business owners, and shareholders across the UK. With recent Budget changes and long-term forecasts showing rising IHT receipts, more estates than ever are likely to be affected — often unexpectedly.

To help individuals better understand the evolving landscape, Sedulo Wealth is hosting a free, in-person seminar focused on Inheritance Tax planning and the practical steps you can take to protect your assets for the future.

What’s changing — and why it matters

Inheritance Tax collected by the Treasury has doubled over the past 12 years, and the Office for Budget Responsibility expects it to double again within the next five. As thresholds remain frozen and asset values continue to rise, many families who never expected to face an IHT bill may now be exposed.

Rules around Inheritance Tax have also changed in recent Budgets, creating confusion and uncertainty. Without clear guidance, it’s easy to fall into common traps that can significantly increase the tax payable on your estate.

This seminar is designed to cut through the complexity and give you clarity.

What we’ll cover

During the session, our expert speakers will cover:

• What Inheritance Tax is and how it’s charged
• Common misconceptions that often catch people out
• Recent Budget changes and what they mean in practice
• Simple, legitimate strategies to help reduce your estate’s potential liability

The focus is on education and empowerment — giving you the knowledge to make informed decisions with confidence.

Who should attend?

This seminar is ideal for:

• Individuals thinking about passing on their assets
• Families concerned about the impact of Inheritance Tax
• Shareholders of small to medium-sized businesses
• Anyone who wants to understand their options before it’s too late

Whether you already have a plan in place or are just starting to think about the future, this session will be highly relevant.

Meet the speakers

You’ll hear from experienced professionals across financial planning and legal advisory:

• Steven Hilditch, Senior Chartered Financial Adviser – Sedulo Wealth
• Jose Vilchez, Senior Chartered Financial Adviser – Sedulo Wealth
• Julie Burgess, Partner – Gorvins Solicitors

There will also be time for Q&A, giving you the opportunity to ask questions and explore scenarios relevant to your own circumstances.

Event details

• Date: Thursday 12 February 2026
• Time: 10:00am – 12:30pm
• Location: Mottram Hall, Cheshire
• Cost: Free to attend
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Tea, coffee, biscuits and free parking will be provided.

Reserve your place

Inheritance Tax planning is not just for the ultra-wealthy — and it’s never too early to understand your position. Places are limited, so early booking is recommended.

Places are free, but limited. Book today to secure your seat.