Inheritance tax and intergenerational planning - September, 2020. - Equilibrium

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    Inheritance tax and intergenerational planning – September, 2020.

    • Tuesday 29 September, 2020
    • 10:30 – 11:30 BST
    • Online

    Inheritance tax and intergenerational planning 

    You want your wealth to benefit the people and causes you care about.  

    By taking action now, you can discover strategies to avoid a hefty tax bill and influence how your wealth helps loved ones now and in the future. 

    Join us for our free live online event to learn more. There will also be a Q&A session at the end for any questions you may have. 

    Why should I attend?

    By attending this event, you will discover:

    • How to maximise the legacy that you leave for your loved ones
    • How you can give more to charity without leaving less for your family
    • The difference between inheritance tax planning and intergenerational planning
    • How to make sure you leave the right amount to the right people at the right time
    • How to find peace of mind and confidence in your finances

    Your friendly expert

    Speaker image

    Ben Rogers

    Chartered Financial Planner Ben believes the power of financial advice goes far beyond just investments and tax, and that, if done correctly, it has the power to transform lives. His passion for financial planning lies in providing clients with confidence and clarity around their finances that allows them to make better decisions for them and their family.

    Book now

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