Overview

This session is designed to equip advisers with the knowledge and tools necessary to navigate the complexities of estate planning, from assessing the impact of Inheritance Tax (IHT) on estates to effectively engaging with clients about their estate planning needs.

In this webinar, we will delve into essential topics such as the significance of understanding client objectives, the nuances of asset class-specific planning, and the art of blending various estate planning solutions to meet individual client needs.

Whether you're looking to refine your approach to client conversations about IHT or seeking to deepen your expertise in estate planning strategies, this session promises to provide valuable perspectives and actionable insights.

Learning objectives for this webinar:

• Understand the current legislative context for estate planning.
• Appreciating the wide range of potential client aspirations in relation to intergenerational planning.
• Appreciating the wide range of potential client aspirations in relation to the main asset types.

Speakers

Tony Wickenden

Managing Director, Technical Connection

Matt Pitcher

Managing Partner, Altor Wealth

Nick Priest

Partner, Downing

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Opinions expressed represent the views of the author at the time of publication, are subject to change, and should not be interpreted as investment or tax advice.

Important notice: This webinar is for investment professionals only. This webinar is for information only and does not form part of a direct offer or invitation to purchase, subscribe for or dispose of securities and no reliance should be placed on it. No reliance should be made on this content to inform any investment of tax planning decision.

This content contains information that is believed to be accurate at the time of publication but is subject to change without notice. The explanation of all of the tax rules set out have been written in accordance with our understanding of the law and interpretation of it at the time of publication.

Whilst care has been taken in compiling this content, no representation or warranty, express or implied, is made by Downing as to its accuracy or completeness, including for external sources (which may have been used) which have not been verified.