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  2. July Tax Clinic | Tax and Intergenerational Planning

July Tax Clinic | Tax and Intergenerational Planning

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About This Event

Co-hosted with the WestBridge Group, our Tax Clinics are designed as a forum for advisers to discuss their tax related client issues with experts and find appropriate solutions in a friendly and relaxed meeting.

Hosted by Matthew Steiner from Stellar and Tom Moore from WestBridge Group, our tax clinic will answer questions on the basics and the more complex areas of utilising Business Relief (BR) strategies.

This clinic will provide a forum for advisers to discuss tax related issues and gain insight into the more complicated areas of inheritance tax and estate planning.

BR enables qualifying assets that have been owned for at least two years to be passed on free from inheritance tax. Established in 1976, BR has grown in prominence as a tool for clients to protect their legacy faster than traditional methods like gifts and trusts whilst retaining access to their capital.

Our speakers will share their experience and answer questions around the following themes:

  • The benefits and risks of BR-qualifying investments.
  • Common scenarios where your clients could benefit from BR.
  • What the future of BR planning could look like

Speaker Information

Matthew Steiner

Matthew has worked in the financial services industry since he graduated from Kingston University in 1997. Initially training and qualifying as a financial adviser, he joined Close Brothers Investment Limited in 2000 in the property investment team, where he gained his knowledge of physical assets and tax-advantaged products.

In 2012, he joined Stellar as a director and shareholder – and since then, has been instrumental in developing its range of Business Relief qualifying, Inheritance Tax Planning Services. In 2019, he launched Stellar’s award-winning Partner Services programme, which brings together expertise from across the estate planning industry, to provide financial advisers, individuals and businesses with the resources to produce robust tax and estate planning strategies.

Tom Moore

Founder and director of Westbridge Tax, Tom has over 35 years’ experience in professional services most of which has been in partner and director roles with top 10 UK accountancy firms.

Tom’s role at WestBridge is to solve tax problems and maximise tax opportunities. Tom and the team help to grow businesses and support high net worth individuals. Tom is also a member of the Chartered Institute of Taxation.