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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.
By attending this event, you will discover:
No set date 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.
No set date 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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