Securing Wealth for Future Generations

Join experts in estate planning and intergenerational wealth, Marcia Banner and Niki Patel, from our Technical Connection division.

Together, they will uncover ways to strategically manage your financial plan to benefit future generations. They will outline the importance of considering all assets, including cash and investments, residential and investment property, and private businesses.

This session will highlight available allowances, exemptions, and reliefs to help preserve your assets, invest tax efficiently and reduce your IHT liabilities.

They will also demonstrate how to effectively use a Will and where it might be appropriate to incorporate a trust into your financial plan for transferring wealth.

This session will support with succession and estate planning, providing some practical insights for you to discuss with your Financial Adviser, as we fast approach the end of another tax year.