inheritance tax planning webinar

Webinar Recordings: Inheritance tax webinar series

‘Protect Your Wealth’

In a series of free webinars, expert speakers from Grosvenor Wealth Management, & Sherrards Solicitors covered a number of topics focusing on how you can ‘Protect your Wealth’.  The series was very well received so we are offering the recordings for those people who would like to watch the recordings.

The recordings are approximately 45minutes with a 15minutes Q&A at the end.

Watch the recorded webinar here

Session 1 - Making a Will, How to protect your family and assets

Held on Tuesday 26th Jan 10-11am

  • The importance of making a Will
  • How to protect your family & assets
  • When to update your Will
  • The potential pitfalls of a ‘DIY Will’
  • The tax implications of passing on assets to children and grandchildren
  • How to ensure your loved ones benefit most from their inheritance

In the first webinar, Kirsty Limacher, a Solicitor in the Wills, Trusts and Probate team at Sherrards, examined the importance of creating your Will. 

Kirsty also explored common life events which might lead to you needing to review and update your Will and will also examine potential pitfalls of ‘DIY’ Wills.

To complement your Will, Andrew Willis a senior Wealth Manager at Grosvenor Wealth Management, explained the different ways of tax efficiently passing assets from one generation to another.

Watch the recorded webinar here
Watch the recorded webinar here

Session 2 - Plan for the expected, inheritance tax planning

Held on Tuesday 2nd February 10-11am

  • The importance of IHT planning
  • IHT saving structures relevant to residential property (e.g. buy to lets and second homes) & gifting rules
  • How to protect your business interests & succession planning
  • The different types of investment wrappers suited to succession planning
  • How to build a tailored investment portfolio which maximises any inheritance

In the second instalment Liz Jones, a Partner in the Private Client London team at Sherrards, discussed the importance of inheritance tax (IHT) planning both during your lifetime and as part of your Will on death. This will include IHT saving structures and the rules relating to lifetime gifting.  

She also discussed the importance of preparing tailored, tax efficient Wills for those with business interests or who are non-UK domiciled, and in relation to succession planning in general, as well as other IHT saving tips relating to life insurance policies and death benefits. 

Andrew Willis, a senior Wealth Manager at Grosvenor Wealth Management, provided some guidance on how to build an investment legacy for your family.

Watch the recorded webinar here
Watch the recorded webinar here

Session 3 - LPAs, Trusts & Tax Planning

Tuesday 9th February 10-11am

  • The importance of LPAs
  • Business LPAs
  • Trusts relation to wealth management and tax planning 
  • Essential investment guidance for Attorney’s 

In the third and final instalment Nicola Edmondson, a Senior Associate in the London Private Client Team at Sherrards, will be focusing on the importance of Lasting Powers of Attorney (LPAs) for Health & Welfare and for Property & Financial Affairs, whilst also exploring LPAs for clients with businesses. Nicola will also be discussing trusts in the context of wealth management and tax planning.

Andrew Willis, a senior Wealth Manager at Grosvenor Wealth Management, will provide some valuable guidance on how Attorney’s should consider investing money on behalf of a Donor. Andrew will also explain how to manage the investment risk and generate income if required.

Watch the recorded webinar here

If you would like to ask a question about any of these topics please use the form to ask your question and a member of the team will be back in touch as soon as they can.