A Smarter Way To Pass On Your Wealth 2021 | Association of Corporate Treasurers (ACT) | 13 July 2021 | Online
Venue
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| Event Date |
Tue Jul 13 CEST (over 3 years ago)
In your timezone (EST): Tue Jul 13 6:00am - Tue Jul 13 7:00am |
| Location | Online |
| Region | EMEA |
Details
This webinar will discuss how estate planning can be used to pass on your assets to loved ones while reducing an inheritance tax bill. It will cover:
• a systematic approach to mitigating inheritance tax
• how to maximise savings while minimising the loss of access to your investments
• using wills to make the best use of the allowances available
• the pros and cons of using trusts
• using pensions to pass on wealth.
Speakers
2021 Speakers
SPEAKERS:
Ian Dyall
Head of Estate Planning, Tilney
Henrietta Grimston
Financial Planner, Tilney
MODERATOR:
Naresh Aggarwal
Associate Director - Policy & Technical, ACT
Sponsors & Partners
2021 Sponsor
• Tilney