You want your wealth to benefit those you love.
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.
Watch our two-part on-demand event to discover how to;
- Understand the difference between inheritance tax planning and intergenerational planning
- Put your needs first, second and third so you can live the life you want
- Make sure your children are prepared for the responsibility of wealth
- Find peace of mind that your loved ones are looked after
- Help the people and causes you care about whilst reducing your inheritance tax liability
- Give more to charity without leaving less for your family
- Leave a powerful legacy
If you’re an Equilibrium client you can access all our on demand events via the client portal.
Complete this form to gain access to our on-demand event
Recorded on 24 June 2021
Recorded on 29 June 2021
To view more from our events on demand series, please click here.
The content contained on this video represents the opinions of Equilibrium Financial Planning and Equilibrium Investment Management and in no way constitutes a solicitation of investment advice. It should not be relied upon in making investment decisions and is intended solely for the entertainment of the reader. Past performance is not a guide to future returns. The value of your investments can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.