Bite Size Planning Series

Our educational webinar series is designed for both those that are seeking an introduction to this area of planning and also for the more experienced later life and estate planners.

The series covers 10 areas of later life and estate planning, each session will clearly define the subject, explain the technical workings and then explore why it represents an advice opportunity.

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Please provide your email address to access each of our Bite Size Planning sessions.

 

 

If you have any questions about any of the content in the series or would like to talk to one of the team, please find your local contact here.

 

 

 

1. Introduction and Inheritance Tax Fundamentals

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2. The Transferable Nil Rate Band

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3. The Residence Nil Rate Band

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4. Will Trusts

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5. Business Relief (Part One)

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6. Business Relief (Part Two)

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7. Trust Planning

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8. Trustee Duties

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9. The Incapacitated Client

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10. Post Death Matters

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