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

    • Tuesday 09 March, 2021
    • 10:30 – 11:30 GMT
    • Online

    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 

    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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    A masterclass with financial expert, Tim Latham, where he will take you through the different stages of care and share real-life client stories so you can see how this works in practice.

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    Power of attorneys

    Part of our Law in order series, this evening of learning is with financial expert, Andy Baker, where he will provide step-by-step guidance on how to create a power of attorney document yourself.


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    Watch on demand

    The care conundrum

    Watch on demand
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