Budget Impacts on Estate Planning: Essential Actions

Malcom Noblett solidus IEP prestwood professional partners development programme guest speaker headshot

Join us for another PPPDP session as Solidus’ Malcolm Noblett takes us through how the budget has impacted clients in unexpected ways.

We explore six key considerations financial advisers should be aware of and key action points over the next two years.

This session covers:

  • Pension planning
  • Lifetime transfers
  • The need to revise many “Mirror Wills”
  • Business asset ownership.

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