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Webinar Recording | Managing the impact of Inheritance Tax: key planning points

Webinar Recording | Managing the impact of Inheritance Tax: key planning points

Category

Private Client

Webinar Recording | Managing the impact of Inheritance Tax: key planning points

Whether you’re a business owner or an individual with valuable assets, these often represent a crucial part of your wealth, making their preservation for future generations a top priority.

With upcoming changes to Inheritance Tax (IHT) rules affecting businesses and pensions, and the inherent complexity of succession planning, it’s more important than ever to take a proactive approach centred around specialist advice.
In this session, our specialists covered:

•    Upcoming changes to IHT thresholds and outline exemptions
•    Estate planning techniques to help reduce your tax burden
•    Practical steps to start mitigating IHT
•    Client case studies

Our speakers

Our panel of experts discussed how careful planning can ease the transition of asset ownership and management to the next generation - ensuring your wealth and business are protected for years to come.

Donald Boyd

UK Head of Growth & Sales

Kim Major

Private Client Tax Director

Andy Kilby

Wealth Management Partner

Complete the form below to watch the webinar and download slides