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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:
Financial expert, Ben Rogers, will present ideas on how to turbo charge your gifting to reduce inheritance tax, protect your gifts against divorce, and create your own family principality.
Financial expert, Ben Rogers, will present ideas on how to turbo charge your gifting to reduce inheritance tax, protect your gifts against divorce, and create your own family principality.
Part of our Law in order series, this morning of learning is with financial expert, Andy Baker, who will provide step-by-step guidance on how to create a power of attorney document yourself.
Financial expert, Haydn Barlow, will provide a gentle introduction to the world of financial planning and investment by sharing his expertise and insights.
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