Understanding Inheritance Tax
Event Date: Tuesday 28th April 2026 | Time: 7pm – 8pm
Learn in a hour
About this event
Inheritance Tax is one of the most misunderstood areas of personal finance. Many people assume it will never affect them, while others make decisions based on outdated rules or common myths that can end up costing their family dearly.
In this practical and plain English session, Pawan Thaker will explain how Inheritance Tax really works, who it affects and where people most often go wrong. He will look at the biggest pitfalls, the mistakes he sees time and again and why good intentions can sometimes lead to poor outcomes.
The session will also explore what recent budget changes mean in real terms, not headlines. You will gain clarity on what applies now, what may change in future and how to think sensibly about planning without overcomplicating things or rushing into unsuitable solutions.
This is a no nonsense guide to approaching Inheritance Tax with confidence. No jargon. No scare tactics. Just clear explanations and practical thinking to help you understand your options and make informed decisions for you and your family.
This event will not be able to discuss your specific personal finance situations.
Meet the speaker - Pawan Thaker
Pawan Thaker BA (Hons), CeFA, DipFA is an experienced UK financial adviser with over 15 years working in financial services. He is known for his friendly, down to earth approach and his ability to explain complex financial topics in a way that genuinely makes sense.
Pawan has a strong understanding of UK financial and tax law and how it applies in real life, not just on paper. He works closely with individuals and families to help them plan with confidence, making sure advice reflects current UK legislation while remaining flexible as rules and circumstances change over time.
He takes a long term view, building trusted relationships that often span generations. His advice covers holistic financial planning, family protection, tax efficient investments, retirement planning, inheritance tax mitigation, trust and estate planning, offshore investments and corporate advice. Above all, Pawan focuses on practical guidance that helps people make informed decisions and avoid costly mistake.