Recorded on 28 November, this webinar highlights the importance of intergenerational planning and the opportunities this can create for financial advisers.

Over the next 30 years, an estimated £5.5 trillion is due to be passed between generations in the UK.[i]

Discover how you can retain assets under advice and have a positive impact on planning outcomes by engaging with the next generation.

This webinar covers:

  • The Office of Tax Simplifications (OTS) review of IHT and its potential implications for transfer strategies
  • Maximising IHT exemptions and reliefs
  • The impact of long-term care on the estate
  • Harnessing Business Relief to its full potential
  • The role of real assets in family wealth preservation

Please note, this webinar is for Financial Advisers and paraplanners only.

[i] Kings Court Trust 2017

 

 

Posted: 28/11/2019 Categories: Events, Inheritance Tax, News, TIME:Advance, TIME:AIM, TIME:CTC

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Inheritance Tax Services

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ARC TIME:Funds I, II and III

TIME may accept direct investment although it recommends that investors take professional financial advice to take account of their circumstances. Nothing within this website is intended to constitute investment, tax or legal advice. Our funds place your capital at risk and investors may not get back the full amount invested. Neither past performance or forecasts are reliable indicators of future results and should not be relied upon. Funds may be invested in real property assets and the value of the real property concerned will generally be a matter of valuer’s opinion rather than fact; under certain market conditions investors seeking to redeem their holdings may experience significant restrictions or delays.

 

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