BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//The Lime Street Guide - ECPv5.2.1//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:The Lime Street Guide
X-ORIGINAL-URL:https://www.limestreetguide.com
X-WR-CALDESC:Events for The Lime Street Guide
BEGIN:VTIMEZONE
TZID:Europe/London
BEGIN:DAYLIGHT
TZOFFSETFROM:+0000
TZOFFSETTO:+0100
TZNAME:BST
DTSTART:20230326T010000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:+0100
TZOFFSETTO:+0000
TZNAME:GMT
DTSTART:20231029T010000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230323T130000
DTEND;TZID=Europe/London:20230323T140000
DTSTAMP:20260503T184740
CREATED:20230209T093754Z
LAST-MODIFIED:20230209T093754Z
UID:80579-1679576400-1679580000@www.limestreetguide.com
SUMMARY:Intergenerational financial planning – a solicitor’s perspective
DESCRIPTION:In this IIL financial planning webinar\, Sarah Albury outlines how clients might pass wealth down or across the generations in a tax-efficient manner whilst highlighting some of the obstacles to doing so. \nDescription\nAlthough tax\, particularly inheritance tax\, can prove to be a significant obstacle to the passing of wealth to others\, it is possible through careful lifetime planning for clients to minimise the tax their estate will pay on death. \nIn addition to summarizing the available inheritance tax exemptions and reliefs\, in this session\, the speaker considers how trusts and family investment might offer a means of passing wealth to the next generation. \nLearning Objectives\n\nTo review the main inheritance tax exemptions and reliefs solicitors consider with their clients when discussing estate planning\nThe use of trusts during lifetime and on death to minimise inheritance tax\nAn overview of the use of family investment companies as a vehicle for inter-generational wealth transfer\n\nSpeakers\n\nSarah Albury\, Senior Associate\, Mishcon de Reya LLP\nChair: Victoria Seabrooke\, Chartered Financial Planner\, Lyndhurst Financial Management.\n\n		\n\n							\n					Share this event with your colleagues:\n				 \n			\n			\n\n								\n		\n\n							\n\n					\n						\n						 \n					\n						\n							\n\n							\n																Facebook\n									\n						\n\n											\n					\n									\n							\n\n					\n						\n						 \n					\n						\n							\n\n							\n																Twitter\n									\n						\n\n											\n					\n									\n							\n\n					\n						\n						 \n					\n						\n							\n\n							\n																LinkedIn\n									\n						\n\n											\n					\n									\n							\n\n					\n						\n						 \n					\n						\n							\n\n							\n																Email\n									\n						\n\n											\n					\n									\n			\n					\n		\n			\n		\n		Visit Event Website
URL:https://www.limestreetguide.com/event/intergenerational-financial-planning-a-solicitors-perspective/
LOCATION:Online
CATEGORIES:Online,Education & Training,CPD Certified
ATTACH;FMTTYPE=image/png:https://www.limestreetguide.com/wp-content/uploads/2017/09/logo-the-insurance-institute-of-london-e1539464378247.png
ORGANIZER;CN="The%20Insurance%20Institute%20of%20London%20%28IIL%29":MAILTO:Iil.london@cii.co.uk
GEO:51.533166;-0.130418
END:VEVENT
END:VCALENDAR