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Event Details

A smarter way to pass on your wealth

No Charge
Available
Virtual
All Locations
Commercial
Sep
27
Wed
12:00
-
13:00 BST
Schedule Type Title: Weekdays
Schedule Description: Learn how with effective estate planning, you can pass on your assets to your loved ones in a tax-efficient manner.
Sessions: 1
Session Hours: 1.00
Zoom Link: https://icaew.zoom.us/webinar/register/WN_0buK3tiiTdSxNT_MzLqcTA
Zoom
Description
Learn how with effective estate planning, you can pass on your assets to your loved ones in a tax-efficient manner.
Book here
Date and time Location
27/09/2023 12:00 - 13:00 BST Zoom

Event information

This webinar will discuss how with effective estate planning, you can reduce the amount of inheritance tax your loved ones will pay on the assets you pass on to them.

Key topics

  • How to reduce your inheritance tax liability.
  • How to maximise your savings while minimising the loss of access to your investments.
  • The importance of having an up-to-date Will.
  • The benefits and drawbacks of using trusts.
  • Using pensions to pass on wealth.

Evelyn Partners Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Advice in relation to trusts and inheritance tax planning is not regulated by the Financial Conduct Authority, however, the products used in relation to trusts and to mitigate tax may be regulated. Will services are also not regulated.

About the speakers

Ian Dyall, Head of Estate Planning – Evelyn Partners Financial Planning Limited
Ian Dyall is the leading Advice Policy Manager for Estate Planning at Tilney. Professionally esteemed in his field both with advisers and clients, Ian is the key spokesperson on estate planning and inheritance tax mitigation. Having been in the industry for over 30 years, Ian has a broad range of experience, but he has spent the majority of his time specialising in estate planning. He is currently responsible for creating and implementing Tilney's advice policy for estate planning and trust related advice, and developing the technical expertise of Tilney's advisers. Ian is a Fellow of the Personal Finance Society, a Chartered Financial Adviser and a STEP Trust and Estate Practitioner (TEP). In 2019, Ian was recognised with an "Outstanding Contribution to Estate Planning" award at the City of London Wealth Management Awards (COLWMA).

Nick Geere, Managing Partner – Evelyn Partners Financial Planning Limited
Nick is a Chartered Financial Planner and Fellow of the Personal Finance Society with over 20 years’ professional experience, including 13 years with Evelyn Partners.

Nick is proud to look after a number of key client relationships with discussions often focussing on creating optimum strategies for Estate Planning including mitigation of inheritance tax. Nick frequently works with his clients’ other professional advisers and, as a result, has developed many strong connections across the tax advisory and accountancy sectors.

CPD hours

ICAEW’s CPD Regulations are changing. From 1 November 2023, members and other professionals regulated by ICAEW will need to complete a minimum number of hours’ CPD per year, some of which will need to be verifiable. Attending events like this could contribute to one hour of verifiable CPD, so long as you can demonstrate that the content is relevant to your role.

Costs

RateCost
ICAEW MemberNo Charge
Non-MemberNo Charge

ICAEW members and non-members are welcome to join. 

In partnership with




 

Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with £54.4 billion of assets under management. Evelyn Partners’ purpose is to ‘place the power of good advice into more hands’, and it is uniquely well-placed to support clients with both their personal financial affairs and their business interests.

FAQs

Should you experience any difficulties booking onto the event, please go to our events support page - how to book.

Disclaimer

The opinions expressed by external guest speakers in interviews or other publications included on this website are, by their nature, those of the speaker. They are not necessarily fully endorsed by the ICAEW or purport to reflect the official policies and views of the ICAEW or its members.

ICAEW's terms and conditions for events

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