Inheritance tax, estate and succession planning: update and planning opportunities webinars

 

In this increasingly uncertain world, estate and succession planning is a priority.

In partnership with Mazars and ICAEW, we 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 provide valuable practical guidance on how you and your clients can organise affairs to meet objectives and ensure that wealth is transferred to the next generation in the most efficient way possible.

This two-part workshop series makes use of case studies to deliver invaluable information and insight into tax, estate, and succession planning. Both workshops provide crucial insight for you and your clients’ personal affairs.

Matthew Barnett, Partner and Jessica Brittain, Associate, from our Private Client team spoke at both workshops.

If you’d like to watch the recordings of each session then please register on ICAEW’s website.