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Beyond the Budget: The Future of Estate Planning

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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