The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.

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Inheritance tax planning

7IM 2021 Families and Finances Webinar Series
11:00 AM - 12:00 PM

Register today

The third instalment of our Families and Finances series sees some familiar faces looking at inheritance tax planning. Do you know how to structure your inheritance effectively, so that the next generation doesn’t get caught out? What about inheriting money from the generation up?

Olivia West, Private Client Manager and Tom Bostock, Financial Planner, take a look at the key points to note when planning effectively.

Complete the form to register today.

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