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The key to securing your financial future is to start planning early and take advantages of various legal strategies to minimise your tax liability and ensure that your assets are transferred efficiently to your intended beneficiaries.
To assist you with navigating the complex nature of estate planning, John Symonds, Independent Financial Adviser at Talis Financial Advisers is joining up with Abigail Doust, Senior Lawyer at Clarkson Wright & Jakes to bring you a webinar to help you with the following:
• Understanding inheritance tax and how it is calculated
• Explore various financial planning options to mitigate
inheritance tax. For example:
o The role of pensions in IHT planning
o Gift assets and the seven-year rule
o Can you afford your desired retirement income?
o Business Property Relief
o Life assurance.
• Understanding how trusts can be an effective tool for
estate planning, including:
o How they can help unmarried couples
o How they help retain the Residence Nil Rate
Band
o How they can potentially help where there are
business assets.
We hope you can join us on 29th April for what we hope will be a beneficial session for you.