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Inheritance Tax: Strategic Planning and Exempt Investment Solutions Webinar

Inheritance Tax: Strategic Planning and Exempt Investment Solutions Webinar

Inheritance Tax: Strategic Planning and Exempt Investment Solutions Webinar

Date: 13/02/2024

Address: Blackburn BB1 6AY, UK

www.pierce.co.uk

Join us for an insightful webinar as we unravel the complexities of inheritance tax and provide a comprehensive overview of key strategies to navigate this financial landscape. Our experts will guide you through the main reliefs available for reducing inheritance tax, offering valuable insights into current tax planning opportunities.

The presentation will cover:

  • An overview of inheritance tax.
  • What are the main reliefs available for reducing inheritance tax?
  • Current tax planning opportunities.
  • Investment structures to pass wealth between generations.
  • Investment Planning
  • A guide to inheritance tax-exempt investments 

Your presenters are:

  • Dominic Ball - Pierce Tax Director
  • Ross Taylor - Taylor & Taylor Director
  • Lucas Gaynor - Taylor & Taylor Financial Planner
  • Elliott Gee - Octopus Investments Business Development Manager

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