Webinar
Friday 10th July | 12.30 – 13.30 | Microsoft Teams
Many families are considering how they can support children, grandchildren, and loved ones during their lifetime, while also protecting their own long-term financial security and estate plans.
With upcoming inheritance tax changes from April 2027 set to bring pension funds into scope for inheritance tax planning, gifting strategies are becoming an increasingly important part of wider wealth and estate planning conversations.
Join our webinar to explore the opportunities and considerations involved in gifting wealth, including how to approach gifting in a tax-efficient and thoughtful way.
Whether you are already considering gifting strategies or simply want to better understand the options available, we hope you will find the session both useful and informative.
Steve Chambers, Financial Planning Director and Chartered Financial Planner
Miren Patel, Associate Director, Chartered Financial Planner
Complete the form below to reserve your spot on the webinar.
Attendees will also receive a complimentary practical resource to help record and track gifts for future reference.
We hope you can join us, but If you are unable to attend live and would instead like to receive a recording then please register your interest below:
Click here to register for the recording
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.
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