Webinar | Managing the impact of Inheritance Tax: key planning points
Webinar | Managing the impact of Inheritance Tax: key planning points
Webinar | Managing the impact of Inheritance Tax: key planning points
Whether you’re a business owner or an individual with valuable assets, these often represent a crucial part of your wealth, making their preservation for future generations a top priority.
With upcoming changes to Inheritance Tax (IHT) rules affecting businesses and pensions, and the inherent complexity of succession planning, it’s more important than ever to take a proactive approach centred around specialist advice.
In this session, our specialists will cover:
• Upcoming changes to IHT thresholds and outline exemptions
• Estate planning techniques to help reduce your tax burden
• Practical steps to start mitigating IHT
• Client case studies
Our speakers
Join our panel of experts as they discuss how careful planning can ease the transition of asset ownership and management to the next generation - ensuring your wealth and business are protected for years to come.
Donald Boyd
UK Head of Growth & Sales
Kim Major
Private Client Tax Director
Andy Kilby
Wealth Management Partner
Details & timings
Format and timings
11:00 Start
12:00 Finish
(There will be a Q&A session)
