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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