Intergenerational financial planning – a solicitor’s perspective

In this IIL financial planning webinar, Sarah Albury outlines how clients might pass wealth down or across the generations in a tax-efficient manner whilst highlighting some of the obstacles to doing so.

Although tax, particularly inheritance tax, can prove to be a significant obstacle to the passing of wealth to others, it is possible through careful lifetime planning for clients to minimise the tax their estate will pay on death.

In addition to summarizing the available inheritance tax exemptions and reliefs, in this session, the speaker considers how trusts and family investment might offer a means of passing wealth to the next generation.

Learning Objectives:

• To review the main inheritance tax exemptions and reliefs solicitors consider with their clients when discussing estate planning
• The use of trusts during lifetime and on death to minimise inheritance tax
• An overview of the use of family investment companies as a vehicle for inter-generational wealth transfer

Chair: Victoria Seabrooke, Chartered Financial Planner, Lyndhurst Financial Management.

You will be sent a confirmation email shortly after booking. If you have not received this within one hour, please contact Patricia Pedraza (020 7397 3911).

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