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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 helps loved ones now and in the future.
Join us for our free live online event to learn more. There will also be a Q&A session at the end for any questions you may have.
By attending this event, you will discover:
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.
Financial expert, Haydn Barlow, will provide a gentle introduction to the world of financial planning and investment by sharing his expertise and insights.
Join us at Wilmslow Conference Centre where Investment Manager, Mike Deverell, will be providing his measured take on the economy and impact on markets, along with our outlook on the future.
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