The pandemic and multiple lockdowns have provided an opportunity for clients to take a step back and reassess their priorities. For many this may have meant considering their finances, perhaps reaching out to their adviser to discuss funding their current lifestyle, looking ahead to retirement, or the legacy they want to leave behind.
Increasingly many clients recognise that leaving a legacy is no longer solely about passing money down to the next generation. A legacy also encompasses how you want to be remembered and what impact you want to have on the world. For this reason, there has been a surge in interest for positive impact investments.
During our structured CPD webinar on Tuesday 12 July at 10am we will explore the different tax-efficient routes clients can take to maximise the legacy they leave for future generations, including Business Relief and ISAs.
Please note, this webinar is for Financial Advisers and paraplanners only.BOOK NOW