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Inheritance and investment planning for the future

Virtual Webinar  |  10 November 2020  |  10:00am
Inheritance and investment planning for the future graphic

Join our Head of Legal Services, Graeme Hills, and a panel of experts for an exploration of the key points for successfully planning how to protect and direct your assets to your loved ones, both in your lifetime and after your death.

Sarah, tax manager, will be providing an insight to how Inheritance Tax is calculated and exploring the reliefs and allowances that are available.

Associate Solicitor, Amy, will be offering food for thought on how the tax and legal matters arising from your death might be dealt with, including busting myths surrounding Wills and practical advice on protecting your assets in a tax efficient way.

Tom, Independent Financial Adviser, will be focusing on how the correct investments can mitigate an Inheritance Tax liability, while simultaneously allowing the investor to retain full control of their assets. He will explore what business relief is and how it can be used to assist with mitigating liabilities where other, more traditional methods of doing so may not be appropriate and he will also address the drawbacks of using this approach and why most individuals are best served by a multi-faceted approach to planning.

The session will end with a Q&A with the panel.

 
Graeme Hills, director and head of legal services
Graeme Hills, Head of Legal
Sarah Holford, Tax Manager
Sarah Holford, Tax Manager
Amy Codd, associate director for probate
Amy Codd, Associate Solicitor
Tom Munday, Financial Adviser
Tom Munday, Financial Adviser
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Details

Date:
10 November
Time:
10:00am
Event Category:

Venue

Virtual Webinar
Phone:

Organiser

Duncan & Toplis
Phone:
0808 169 1196
Website:
https://duncantoplis.co.uk