Financial Independence FIRE - Manchester

7pm start for the main meet up
6.30pm start for members who are new to FI - to welcome new members we start each MCR FIRE online meet up with a half hour 'appetiser' a quick tour of FIRE for those just starting out on their journey.

This week we'll be featuring 3 members and their journey's in all things Financial Independence. We have members at different stages in their journey but we can all learn something or have a nugget of advice to pass on. They'll be sharing their own experiences of following the FI path, we are leaving it up to them what they talk about but am sure amongst other things we'll hear about how they first heard about FIRE, what resources they use in their journey, approach to investing, how they balance FI with their lifestyle, and what they would tell their younger self!

There will be time for questions and members to share their own journeys!

7pm start for the main meet up
6.30pm start for members who are new to FI - to welcome new members we start each MCR FIRE online meet up with a half hour 'appetiser' a quick tour of FIRE for those just starting out on their journey.

From April 2027 Defined Contribution pensions become liable for inheritance tax.

The dream of a FIRE fund passing down the generations tax free is over. What now?

Most FIRE followers are expected to have a substantial amount in their DC pensions. This means many FIREees estates will now be liable for inheritance tax for the first time. Larger FIREees estates will have significantly more inheritance tax than was previously the case.
This session visually explores the issues and suggests mitigations and tactics to optimise your estate to deal with the new reality. Including suggestions for asset distribution, withdrawals, gifting and some degenerate solutions!