IHT Planning and Trusts roundtable

Please join us for the next in our series of IFA roundtables, taking place on Wednesday 7 June 2023 at The Engine Shed, Bristol.

Networking and a delicious selection of coffees, pastries & breakfast rolls will accompany discussion surrounding current events, regulatory updates & hot topics in the financial services industry.

Event information

In this session, we will be discussing IHT Planning and Trusts with our Financial Services and Private Capital lawyers alongside your industry colleagues. Jacqui Lazare (Senior Associate, Private Capital) and Georgia Collier (Associate, Private Capital) will be presenting you with their expert insight into:

• Things your client can do in their lifetime to help mitigate inheritance tax on their death, whilst taking into consideration Gifts with Reservation of Benefit (GROB) and Pre-Owned Asset Tax (POAT) implications
• Things your client can do in their lifetime to plan for unexpected events
• Points to note for Wills; just having a Will doesn’t ensure that they are working in the most efficient way for your client’s family and future generations

Interested in attending?

If you would like to register your interest in attending this session, please click the button below.

Places are limited, so please book now to avoid missing out.

Register now