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X-WR-CALDESC:Events for The Engineering & Manufacturing Network
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DTSTART:20230101T000000
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DTSTART;TZID=UTC:20240130T120000
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UID:6883-1706616000-1706617800@emn.org.uk
SUMMARY:Brewin Dolphin - Webinar: How to leave a tax-efficient legacy
DESCRIPTION:Register Now \nIn 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 \nTough 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. \nIn 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. \nIn this webinar we discuss: \n\nthe financial challenges facing the next generation\nhow to support children and grandchildren through one-off and regular gifts\nhow to leave a meaningful legacy without harming your own financial security\ninheritance tax\, trusts and the ‘seven-year rule’\nthe importance of planning ahead and getting financial advice\n\nThere will also be an opportunity to ask questions in a live Q&A. \nThis 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. \n\nHost: Lee Clark \n\nLee 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. \nRegister Now
URL:https://emn.org.uk/oldevent/brewin-dolphin-webinar-how-to-leave-a-tax-efficient-legacy/
LOCATION:Online webinar\, EMN Tanfield\, Stanley\, Co Durham\, DH8 8LF\, United Kingdom
CATEGORIES:Affiliate Member Events
ATTACH;FMTTYPE=image/jpeg:https://emn.org.uk/wp-content/uploads/2023/11/Brewin-Dolphin.jpg
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