Financial Liverpool - Let the Legacy Live on - one year on!

On behalf of Financial Liverpool, The Personal Finance Society and the CISI Liverpool branch, we invite you to book your place to join us at our second joint event in central Liverpool and to hear two insightful presentations on Legacy and Inheritance Tax Planning.

“Let The Legacy Live On” - Part 2!

Date: Tuesday 6th May

Venue: Weightmans Office, 100 Old Hall Street, Liverpool, L3 9QJ followed by canapes and networking at Nord, situated on the Ground Floor of 100 Old Hall Street.

Transport Links: Moorfields is the closest Merseyrail station and nearby car park include: https://www.ncp.co.uk/find-a-car-park/car-parks/liverpool-pall-mall/ & The Capital, L3 9AF

Registration: 3.00pm

Presentations Start: 3.30pm

Finish Time: 5.00pm

Networking: 5.00pm - 7.00pm (approx.) with drinks and canapes at NORD (https://nordrestaurant.co.uk/)

Learning Objectives:

• Be aware of the basics of Inheritance Tax
• Understand the criteria for an estate to qualify for Business Relief
• Understand how Estate Planning & Will structures can maximise use of Inheritance Tax reliefs
• Be aware of other Estate Planning that clients should consider undertaking
• Understand how your clients are affected by IHT

About our speakers:

• Lorraine Wilson - Lorraine Wilson is a Solicitor at Weightmans LLP, specialising in Wills, Estate Planning, Probate and Trusts. A full accredited member of STEP, the Association of Lifetime Lawyers and the Law Society Private client Section, Lorraine has extensive experience dealing with clients from a range of backgrounds, advising on estate planning including Will and Trusts structures. She also has broad knowledge of probate and the estate administration process and regularly advises Trustees on the administration of Trusts to ensure their legal and tax obligations are fulfilled. Lorraine prides herself in providing excellent client care, ensuring that clients are always given an efficient and professional service. She regularly presents estate planning seminars for clients and intermediaries.
• David Stein - has been with Stellar Asset Management for 5 years as an Investment Manager for Asset Backed Services. He developed a keen interest in tax efficient investments while working at a tax consultancy. David holds the CFA UK IMC qualification as well as a CAIA Charterholder.

Please reserve your place by clicking our 'Book Now' button.

Please note that this event will take place in-person and will not be available to watch online.

Many thanks,

Financial Liverpool, CISI & The Personal Finance Society

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