Unlocking Estate Planning Opportunities
Over the coming decades the UK will experience the largest-ever transfer of wealth, as members of the ‘Baby Boomer’ generation transfer their estates to their children.
An estimated £1.2 trillion is expected to pass down from members of the Baby Boomer generation to their beneficiaries in the next 5 to 10 years alone – and between now and 2050 this number rises to £5.5 trillion. This creates opportunities for advisers to engage with their clients on the subject of estate planning and tax efficiency – to maximise any legacies they are leaving, and to reduce or remove inheritance tax wherever possible.
Find out how advisers and planners can understand how to maximise the biggest opportunity in financial services today, by registering for our informative seminar now.
Date: 30th July 2020
Time: 13.00
Venue: Virtual
Agenda
Partner profiles
Will link to partner website?
