Webinar - Inheritance Tax, Should I Be Concerned?

Who should take part?

Everyone!

- Inheritance Tax is something which everyone may encounter at some point in their lives

Why you should take part:

The presentation will give an overview of the current IHT position in the UK and the common ways it can be mitigated for those who have, or may have, an IHT liability.

Learning Objectives:

• To understand the current inheritance tax position in the UK
• To understand how the inheritance tax nil-rate band and main residence nil-rate band work
• To understand how inheritance tax can be mitigated by gifting
• To understand how inheritance tax can be mitigated using trusts
• To understand how inheritance tax can be mitigated using specialist investments
• To look at the proposed simplification of inheritance tax in the UK
• To understand how inheritance tax planning fits into financial planning as a whole

Speaker Biography:

Michael Duffield is a Financial Planner at New World Financial Group Limited, a financial planning firm whose aim is to bring financial planning and coaching to every home in the UK and to transform people's understanding of how financial services can benefit them.

Michael’s role involves guiding his clients through the financial planning process which starts with helping them to create a vision for what their best future could look like. Once a vision has been developed, Michael and the team at New World collaborate closely with their clients to create a plan that ultimately gets the clients from where they are now to where they want to be, and helps them to answer that fundamental question – have I got enough?

Registration:

To register for this event, please contact Michael - michaelduffield@newworldfg.com
or telephone him on 0330 005 0028

Michael will then send you an Invitation which you can put into Outlook and will provide the number for you to dial into on the day.

The Insurance Institute of Halifax values and respects diversity and strives in all of our activities to take account of and respect the interests of all people it serves. There is an expectation that all speakers / presenters and attendees will act in this way too. Please see our Equality Policy on our website.

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