Estate Planning Webinar

Estate planning for you and future generations – a holistic approach

In this webinar, expert speakers from Carpenter Box and Rix & Kay solicitors will provide a wide range of practical guidance on estate planning for you and future generations.

Our speakers will guide you through the importance of considering a holistic approach to estate planning ensuring that legal, tax and investment decisions work in harmony to maximise wealth preservation.


Date: Thursday 4th November 2021
Time: 1.00-1.45pm

Areas for discussion will include:

  • How you can make gifts and transfer assets to family members tax efficiently
  • The role Trusts can play in estate planning
  • Family Investment Partnerships and what you need to know
  • Managing the family business to ensure smooth succession
  • Why it’s important to consider a holistic approach to estate planning


Register your free place below.

If you are having any issues with the registration page below, please click here to register directly on Zoom.