27 Mar

Family Fortunes

Planning for the succession of family assets can be a complex and sensitive process,  with “Family Fortune” potentially becoming “Family Feud”. Nevertheless, it’s an area where you can demonstrate the true value of comprehensive advice to your clients.

We’ll explore a wide range of financial planning opportunities including:

  • Gifting
  • Personal taxation
  • Intergenerational planning
  • The potential impact on allowances.

Kirsty Anderson, Business Development Manager will be presenting a pensions session at 9.30am. At 11am Cat McInally, Business Development Manager will present on the investment side.

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27th March 2020

9:30 am - 10:30 am

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