Effective Strategies for Asset Protection - Future Inheritance Planning

A two-hour in-person presentation on estate planning strategies to protect family wealth and reduce future Inheritance Tax liabilities.

This in-person presentation by AICPA & CIMA covers practical strategies for protecting family wealth and reducing future Inheritance Tax liabilities. Topics include the current IHT framework, allowances and exemptions, gifting, trust planning, pension death benefits, and Business Relief and other tax-efficient solutions. Through practical examples and real-life scenarios, attendees learn how estate planning can support family succession and protect assets for beneficiaries. The session runs for two hours.