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Brewin Dolphin – Webinar: How to leave a tax-efficient legacy
January 30 @ 12:00 pm - 12:30 pm
In this webinar, Lee Clark, our financial planning expert, will discuss how to make a difference to the lives of the next generation through tax-efficient gifting, trusts and estate planning
Tough housing market conditions, high university tuition fees and a surge in the cost of day-to-day living mean your children or grandchildren could face an uncertain financial future. It’s only natural to want to help out, but knowing how to pass on wealth in a meaningful and tax-efficient way isn’t easy.
In this webinar, Lee Clark, our financial planning expert, will discuss how to make a difference to the lives of the next generation through tax-efficient gifting, trusts and estate planning. Lee will also present some useful case studies showing how we can help you plan ahead.
In this webinar we discuss:
- the financial challenges facing the next generation
- how to support children and grandchildren through one-off and regular gifts
- how to leave a meaningful legacy without harming your own financial security
- inheritance tax, trusts and the ‘seven-year rule’
- the importance of planning ahead and getting financial advice
There will also be an opportunity to ask questions in a live Q&A.
This does not constitute tax or legal advice. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future.
Host: Lee Clark
Lee is a Chartered Financial Planner with over 20 years of experience in the wealth management industry. Lee specialises in advising on inheritance and estate planning, long-term care, investing and pensions. Lee is regularly quoted in the national media on IHT topics.