Solicitors Update Series: Estate Planning

Event date: 6 April 2022

Partners of professional practices and legal firms are often unaware of the personal wealth and tax planning opportunities unique to them. Looking for effective Estate Planning requires collaboration between legal advisers and tax services/financial planning teams.

This webinar is designed for partners considering their future finances. There are a number of investment-based and tax-focused tools available to offer your clients a comprehensive solution.

  • Investment-based Estate Planning (short/long life expectancies)
  • Debt-based Inheritance Tax mitigation
  • Enhancing the power of regular small gifting
  • Portfolio lending and equity release
  • Effective tax planning
  • Family investment companies and partnerships