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
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.