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The Great Wealth Transfer: Engaging with the Next Generation | Ipswich

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Milsoms Kesgrave Hall

Hall Road

Kesgrave

Ipswich

IP5 2PU

United Kingdom

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Discover how you can retain assets under advice and have a positive impact on planning outcomes by engaging with the next generation.

About this Event

Over the coming years, trillions of pounds will pass between the generations in the UK. Discover how you can retain assets under advice and have a positive impact on planning outcomes by engaging with the next generation through intergenerational planning.

You will be equipped with the knowledge and skills to help you provide effective intergenerational financial planning advice. You will be taken through a series of case studies that demonstrate efficient wealth transfer opportunities during both lifetime and upon death. You will gain an appreciation of the solutions available to help preserve your client’s wealth and facilitate engagement with the different generations within a family.

This event will qualify for 2 hours structured CPD.

The seminar will include a focus on:

  • The Office of Tax Simplifications (OTS) review of IHT and its potential implications for transfer strategies
  • Maximising IHT exemptions and reliefs
  • The impact of long-term care on the estate
  • Harnessing Business Relief to its full potential
  • The role of real assets in family wealth preservation
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Date and Time

Location

Milsoms Kesgrave Hall

Hall Road

Kesgrave

Ipswich

IP5 2PU

United Kingdom

View Map

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