Watch our latest webinar to see JM Finn Wealth Planners Simon Wong and Rebecca Barrett give an overview of considerations to help maximise wealth that is passed down to the next generation.
Whether you are trying to plan how to pass on your assets, or a family member who stands to inherit from a loved one, this webinar is a useful starting point.
The Autumn Budget has had a significant impact on inheritance tax planning – and changes are covered in detail in our video.
It also includes:
- What to consider when planning your inheritance strategy
- Options to potentially mitigate against the taxes your beneficiaries may have to pay on the value of your estate
- Lifetime gifting – and how to strike the right balance to leave yourself with enough to live on
- The importance of letting your beneficiaries know which assets and accounts you hold
- Case studies that bring common inheritance planning scenarios to life
To find out how JM Finn’s wealth planning team could help you to plan your inheritance strategy, please contact marketing@jmfinn.com
The information provided in this video is of a general nature and is not a substitute for specific advice with regard to your own circumstances. You are recommended to obtain specific advice from a qualified professional before you take any action or refrain from action.
