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Akademia

A knowledge sharing community of students, tutors, content sponsors, and acclaimed industry experts – with access to high-quality educational content accredited by the Chartered Insurance Institute (CII) and the Chartered Institute for Securities & Investment (CISI). Accessing this channel requires consent to share your details and viewing activity with sponsors.

A knowledge sharing community of students, tutors, content sponsors, and acclaimed industry experts – with access to high-quality educational content accredited by the Chartered Insurance Institute (CII) and the Chartered Institute for Securities & Investment (CISI). Accessing this channel requires consent to share your details and viewing activity with sponsors.

Beyond the Budget: The Future of Estate Planning
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Beyond the Budget: The Future of Estate Planning

Join Diana French from Triple Point and guests as they discuss the implications of the autumn 2024 budget on inheritance tax, business relief and estate planning.

Speakers:

  • Diana French, Retail Strategy Director, Triple Point
  • Sian Davies Cole, Founder and Paraplanner, Snazzify
  • Dominic Clark, Chartered Financial Planner, Holden & Partners
  • Alessandro Gaita, Chartered Financial Planning Director CFP™, Schroders Personal Wealth

Learning outcomes

  • Why the autumn 2024 budget is so significant for estate and IHT planning
  • Why existing tax planning strategies need to be reviewed in the wake of the budget
  • Understanding business relief

To find out more, see here: Estate Planning & Inheritance Tax | Business Relief Insights | Triple Point

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