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

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    Live online event: Inheritance tax and intergenerational planning – part two

    • Wednesday 17 March, 2021
    • 10:30 – 11:30 GMT
    • Online
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      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 can help your loved ones now and in the future.

      Join us for the second part of our free live online event to learn more about how you can make the most of your wealth. There will also be a Q&A session at the end for any questions you may have.

      To watch the recording of part one in the series, please click here.

      Why should I attend this event?

      By attending this event, you will discover: 

      • Inheritance tax planning strategies to maximise your legacy
      • Allowances and exemptions that you can take advantage of now
      • Real-life examples of how a thorough inheritance tax and intergenerational plan have transformed families’ lives for the better

      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.

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