Replay of second ‘Spring into 2020’ Online Masterclass – No Longer Available
Did you miss our second ‘Spring into 2020’ Online Masterclass?
The “Spring into 2020” series of presentations aim to showcase 20 topical and real life tax and estate planning ideas that you can use yourself or with your clients.
Our second in the series of online masterclasses took place on Wednesday 3rd June at 11am.
The content of the online masterclass focused on our concept of PPE. Planning and Protection for your Client’s Estate. This included 5 ideas around trust and estate planning such as;
- Life Admin – Wills / LPAs / Pilot Trusts as ‘Building Blocks’
- Inheritance Tax changes on the Horizon? – Trust Planning and PETS
- Family Investment Company – dealing with the proceeds of a Business Sale
- Freezer Shares
- Existing Trusts … in need of a health check?
For Planning and Protection for your Client’s Estate, We Have Got You Covered.
This replay is no longer available to watch, however if you would like further information on any of the topics above, we can arrange a free consultation to discuss your circumstances.
CONTACT US
Contact us today if you would like more information about the topics discussed during these sessions or if you would like to arrange some ‘in-house’ sessions for your team.
Please call us to discuss this in more detail on 0161 282 0444.
