Make sure your loved ones are the biggest beneficiaries of your estate
Using a mixture of case studies and interactive sessions we will demonstrate practical strategies to help you preserve your wealth and ensure your loved ones are the main beneficiaries of your estate.
We will help you to put the right money, in the right place, at the right time to preserve your wealth so that you can enjoy retirement and minimise your inheritance tax liability.
What you’ll learn
- The power of lifetime financial planning and cash-flow modelling
- Investing to preserve wealth and your attitude to risk
- How to minimise your IHT liability through effective estate structuring
- IHT strategies including gifts and exemptions, reliefs, lifetime gifts, pension schemes, life assurance and trusts