fbpx
Title Image

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

Proud to be supports of...

Links from this website exist for information only and we accept no responsibility or liability for the information contained on any such sites. The existence of a link to another website does not imply or express endorsement of its provider, products or services by St. James's Place. Please note that clicking a link will open the external website in a new window or tab.

88/89 Whiting Street
Bury St Edmunds
Suffolk, IP33 1NX
01284 703422
[email protected]

Registered in England and Wales
Company No.06803554

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.