Please note that this event will be held at 30 City Road, London, EC1Y 2AB.
Have you considered how legacy insurance products might fit into your Inheritance Tax Planning strategy?
To help individuals and business owners, we are running a free seminar focusing on Inheritance Tax Planning strategies and how they might benefit from including the use of legacy insurance products. During this session we will also take a brief look at some of the best Inheritance Tax Planning ideas including how insurance policies can be included in an Estate and written into Trust.
Victor Dauppe, Victor is ABG’s Tax Partner and a highly respected tax professional and public speaker. Victor works closely with business owners and high net worth individuals to consider any available tax planning opportunities.
Ashley Fabian, Ashley is Right Plan’s Protection Director and financial legacy planning expert. Ashley helps his clients arrange financial protection for themselves, their families and their businesses, using the most cost-effective methods, in the event something were to impact the client’s health. Ashley works with private clients to ensure financial legacy policies are applied with the greatest possible tax efficiency, understanding how to take proactive steps to reduce inheritance tax.
8.30am – Registration and breakfast
9.00am – Welcome
Topics to be covered:
Inheritance Tax Planning, are you prepared? Is your Estate tax efficient?
Could you minimise inheritance tax by writing your life insurance policy into Trust?
What are the benefits to business owners and their employees of Relevant Life cover?
10.00am – Q&A and close