A smarter way to pass on wealth and planning for the future - A webinar with Blake Morgan and Tilney Financial Planning
The event was hosted by Paul Heslop, Managing Partner and Ian Dyall, Head of Estate Planning at Tilney and Matthew Page, Associate at Blake Morgan. Matthew shared his expertise on forward planning by means of Wills and Lasting Powers of Attorney and Ian discussed how estate planning can be used to pass on your assets to your loved ones, while reducing an Inheritance Tax bill.
The webinar covered:
- A systematic approach to mitigating Inheritance Tax
- How to maximise savings whilst minimising the loss of access to your investments
- Setting up and using Lasting Powers of Attorney
- Planning for a loss of capacity in health & welfare and property & finances
- Using Wills to make best use of the allowances available
- The pros and cons of using trusts
- Using pensions to pass on wealth
Details
Date:
Tuesday 6 April 2021
Time:
11am – 12noon
Location:
Webinar
Cost:
No charge
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