Bolton based Chancellor Financial Management and KBL Solicitors are running a seminar in collaboration with the Octagon Theatre which will cover Charitable Giving during your lifetime and as part of your Will.

At the seminar we will look at:

  • Charitable giving and remembering a charity in a Will
  • How the Octagon’s charitable status enriches the lives of people of all ages and backgrounds across Bolton and beyond
  • How a gift could reduce your estate’s eventual tax bill
  • How Gift Aid can boost your donation by 25% and save you tax
  • How the IHT incentive of 36% works & IHT planning opportunities
  • To include a legacy/advanced gifts to a charity i.e. endowments, gifts for specific charitable projects
  • Incorporating a charitable trust in a Will as well as inheritance tax benefits

Charitable giving enables Octagon supporters the opportunity to participate in the valuable tax breaks permitted by HM Revenue and Customs. It could be that not everyone who supports a charity knows about all of the options that are available to boost their valuable and appreciated gifts courtesy of the taxman.

Charitable donations make it possible for the Octagon to continue producing world class theatre on our Bolton stage and offering life changing opportunities within the community. During their 50th Anniversary season the Octagon will be asking for the support of individuals, businesses and trusts to help them to continue creating stories and changing lives for the next 50 years and more.

The seminar, Maximise Wealth & Save Taxes Through Charitable Giving, is taking place on Wednesday 8th November at the Octagon Theatre starting at 10.15am and finishing at 11.30am. To book your free place at this seminar please call Danielle Fearnley on 01204 557141.

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