Webinar - 14/09/2021
ICAEW Financial planning for an uncertain world
In this increasingly uncertain world, estate and succession planning is a priority.
In partnership with Mazars and ICAEW we have developed two virtual workshops, run by technical specialists, to deliver essential updates on inheritance tax, estate and succession planning for you, your family, and your clients. We will provide valuable practical guidance on how you and your clients can organise their affairs to meet their objectives and ensure that wealth is transferred to the next generation in the most efficient way possible.
Please join us for a two-part workshop series, making use of case studies to deliver invaluable information and insight into tax, estate, and succession planning. Both workshops will provide crucial insight for you and your clients’ personal affairs.
Matthew Barnett, Partner, Jessica Brittain, Associate and Anna Primrose, Associate, from our Private Client team will speak at both workshops.
The first workshop can be viewed by clicking here and the second workshop can be viewed by clicking here.