Live online event: Inheritance tax and intergenerational planning – part one Copy - Equilibrium

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    Live online event: Inheritance tax and intergenerational planning – part one Copy

    • March 9, 2021
    • Online
    • 10:30 – 11:30 GMT
    Register Now

    Inheritance tax and intergenerational planning

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

    Financial planners often spend a huge amount of time ensuring that your money is ready for your children – but are your children ready for your money?

    Join us for part one of our two-part inheritance tax and intergenerational planning event to find out how you can identify exactly what your financial objectives are and make the most of your wealth for you and your loved ones.

    Why should I attend this event?

    By attending this event, you will discover: 

    • The importance of intergenerational planning and why it’s vital to take action now
    • What cashflow modelling is, why it’s crucial to a financial plan and how we do it
    • The concept of ‘the wealth curve’ and how to ensure yours is spot on so that your children are prepared for your money
    • How to identify your goals and objectives using a ‘character diamond’

    Your friendly expert 

    What do others say about Equilibrium’s live online events? 

    Registration for this event closes in:

    • Days
    • Hours
    • Mins
    • Secs
    • March 9, 2021
    • Online
    • 10:30 – 11:30 GMT

    Sign up for part one of this two-part live online event to learn how to make sure the wealth you have worked hard for goes to the people and causes you care about at the right time. 

     

    Registration for this event closes in:

    • Days
    • Hours
    • Mins
    • Secs
    • March 9, 2021
    • Online
    • 10:30 – 11:30 GMT
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