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WEBINAR: Estate planning for you and future generations – a holistic approach

1st October 2021

WEBINAR: Estate planning for you and future generations – a holistic approach

Thursday 4 November, 1pm – 1.45pm
The webinar is free to join. Click here to register

Join leading regional law firm Rix & Kay and chartered accountants, tax and business advisers, Carpenter Box for a live webinar, where our expert speakers will provide a wide range of practical guidance on estate planning for you and future generations.

Our speakers will guide you through the importance of considering a holistic approach to estate planning ensuring that legal, tax and investment decisions work in harmony to maximise wealth preservation.

Areas for discussion will include

  • How you can make gifts and transfer assets to family members tax efficiently
  • The role Trusts can play in estate planning
  • Family Investment Partnerships and what you need to know
  • Managing the family business to ensure smooth succession
  • Why it’s important to consider a holistic approach to estate planning

This webinar is free to join. Click here to register

About the speakers

Bruce Clarke

Bruce Clarke

Bruce Clarke is a Partner and leads Rix & Kay’s private client team. He is an expert in business property relief, capital gains tax and inheritance tax planning.

David Crowter

David Crowter

David Crowter is a Tax Partner and Head of Private Client Services at Carpenter Box with more than 20 years’ experience in advising individuals and business on tax planning.

Kathryn Paisley PIC

Kathryn Paisley

Kathryn Paisley is a Partner and head of Rix & Kay’s corporate team. She is a specialist in corporate law with particular expertise in the sale and purchase of businesses and companies.