'Spring into 2020' - Planning and Protection for your Client's Estate
Online Masterclass Replays.
In light of the Corona virus pandemic, instead of our planned ‘Spring into 20:20’ sessions we decided to arrange a series of four online presentations instead.
The “Spring into 2020” series of four LIVE presentations showcased 20 topical and real life tax and estate planning ideas. The aim of the sessions was to ensure you could use the ideas yourself or with your clients as part of their estate planning.
Our series has now come to an end, however if you would like to catch up on what you may have missed, there are REPLAYS of each session available until the end of August 2020.
REPLAY OF EACH SESSION:
- 20th May 2020 – Five transferable ideas around the concept of Bank of Mum and Dad and Trust planning opportunities.
- 3rd June 2020 – Five ideas around ‘Life Admin’ such as the importance of having the basics in place such as wills and what IHT changes could be on the horizon.
- 16th June 2020 – Five ideas focusing on Tax and Estate Planning for clients who own property.
- 1st July 2020 – Five ideas for clients who require some element of International Tax and Estate Planning such as assets abroad or moving back or leaving the UK.
You will need to register for each session to access the replays.
For Planning and Protection for your estate, we have always got you covered.
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