What are the challenges we face today with IHT and intergenerational planning? Are Trusts complicated and only suitable for High Net Worth clients? Recent headlines show worrying numbers of people exceeding nil-rate IHT bands. But how do we help clients mitigate the tax impact on their estate and ensure their wealth is passed on as intended?
‘A brilliant session packed with insights and entertainment! Brian is one of the best in the profession!’ – Warren Shute CFP – Lexington Wealth Management
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Join us as Brian Radbone, Technical Counsel at Transact, answers these questions and more for you. Brian explains why increasing numbers of the moderately wealthy, and not only the very wealthy, are being caught by UK tax laws, and considers what is available in our IHT toolbox to help ensure our clients mitigate any tax payable while ensuring their inheritance objectives are met.
