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Intergenerational Success: “Keeping it in the family” July ’22

Intergenerational Success: “Keeping it in the family” July ’22

In case you missed the recent client webinar with Tony Wickenden and Simon Martin, experts in Inheritance Tax Planning, you can watch the recording here and view the supporting slides.

The aim of the event was to help you to strategically manage your wealth to maximise the amount your beneficiaries gain, including:

  • Calculating your liability
  • Understanding your allowances & exemptions
  • Setting your IHT and estate planning objectives
  • The implications of IHT planning
  • Investment considerations

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