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 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 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 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.