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The Great Wealth Transfer: how to maximise the benefits of your estate for your beneficiaries

Join us on Thursday 23 April at 6PM

As part of our commitment to help make the world of finance more understandable, we’ll be explaining how you could prepare your estate for the ‘Great Wealth Transfer’. We’ll reveal how you could mitigate an Inheritance Tax liability and pass your wealth on in a hassle-free and timely way.

As our client, you’re invited to the online event as this is one of the benefits of your service with us. We’d be delighted if you could join us for the illuminating event, which will:

  • help you to understand the ‘Great Wealth Transfer’ and how it could impact you
  • provide a greater understanding of Inheritance Tax and how you could mitigate it
  • provide an insight into expected changes that will see pensions become exposed to the tax
  • ensure you prepare your estate so that it’s passed to loved ones as smoothly as possible.

Refer a friend

If you know a family member, friend or colleague who would benefit from our next webinar, we'd invite you to share it with them. If they go on to have a meeting with one of our advisers, you'll both receive a £100 John Lewis voucher. 

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