Tax, Trusts & Estate Planning for the Middle-Income Client - A Bite-Sized Guide

Introduction

Family circumstances change regularly, and often clients in the middle-income bracket do not realise there are opportunities to protect assets not only from tax but also from care fees and divorce.

This short webinar will provide you with the latest advice so that you can advise your clients of the options available to them.

What You Will Learn

This webinar will cover the following:

• The current inheritance tax rules
• Trusts available inter vivos or in wills
• Other ways to safeguard assets; making use of the lifetime gifting rules

This webinar was recorded on 26th April 2023