Beyond the Budget: The Future of Estate Planning
|
Learning: Structured
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 CFPâ„¢, 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
