Webinar – Keeping It In the Family: Protecting Your Wealth for Generations

Did you know that HMRC collected £6.1bn of Inheritance Tax (IHT) in 2021*? (HMRC 2023)

How can you plan to protect the wealth you have built up to pass on to future generations rather than paying unnecessary amounts in IHT (at the current rate of 40%)?

In this webinar, Charted Financial Planners Coreena Dutton FPFS and Sophie Haslehurst APFS give an overview of Inheritance Tax planning and discuss some key considerations for intergenerational wealth planning, tools to minimise IHT, financial protection options, gifting and some real-life scenarios.

For further information please do not hesitate to get in touch and one of our highly qualified Independent Financial Advisers will be more than happy to assist you.

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