Intergenerational Wealth Planning -

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Royal National Hotel

38-51 Bedford Way

Russell Square, United Kingdom

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  • How Trusts & Tax efficient inheritance planning can mitigate Inheritance Tax (IHT), prevent dispute and protect wealth against divorce, sideways disinheritance, bankruptcy & long term care fees
  • The difference between Executors and Trustees and their respective roles and responsibility
  • How Trusts are controlled and governed
  • Important allowances and tax thresholds and exemptions set by the Government and why signing your property over to your children (also known as Gifting) can have serious repercussions
  • The meaning of probate and it’s perils
  • How to reduce the expense and stress of probate and funding a funeral
  • The importance of Lasting Power of Attorney (LPA) and the different types of LPA.
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Date and Time
Location

Royal National Hotel

38-51 Bedford Way

Russell Square, United Kingdom

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