Putting the Pieces Together: Inheritance Tax, Legacy and Estate Planning

St Mary's Church in Woughton on the Green is hosting Putting the Pieces Together: Inheritance Tax, Legacy and Estate Planning on Tuesday 3 November, a three-hour session that brings together two different sides of the same conversation. It's run by Simplicity Financial Planning Ltd, a family business set up in 2020 and an Associate Partner of St James's Place Wealth Management.

The whole evening is built around a single image: that estate planning is like putting a puzzle together. The separate pieces — investments, assets, pensions, inheritance tax, wills, power of attorney and legacy — only make sense when they fit into one comprehensive plan that supports your wishes and looks after the people you love. The session is designed to give you a 360-degree view of how those pieces connect, rather than looking at them in isolation.

Two people lead the night. Financial planner Sam Bradford takes the financial side, talking through how pensions, investments and Inheritance Tax affect passing on wealth. Solicitor Deborah Neiteler covers the legal side — wills, legacy and the practicalities of making sure your wishes are understood and respected. Between them, they cover the money and the law, the two things that usually run parallel when you're thinking about what you leave behind.

Simplicity Financial Planning describes the evening as a safe space for families to have honest, straightforward conversations about finance and their wishes. It's free and open to everyone, so you can bring your partner or your children along if that's the conversation you've been putting off. Doors open from 5pm, and the session itself starts at 5:30pm at St Mary's Church, Newport Road, Woughton on the Green, MK6 3BE.