Wealth Protection and the options for Charitable gifting - Webinar in Preston, Lancashire

Proportionally only a small number of estates in the UK will have a liability to inheritance tax, however, despite this, the inheritance tax receipts for 2019/20 amounted to over £5.1bn. For estates affected by inheritance tax, the impact can be significant. Recent analysis has suggested that a failure amongst British taxpayers to plan ahead has resulted in £1.2bn of inheritance tax being needlessly paid highlighting the need for effective tax planning advice.

The past 12 months has also seen a nationwide focus upon charitable giving and support. This provides us with the opportunity for us to look at how supporting charities and charitable purposes can enhance a comprehensive wealth planning strategy.

Join Sarah Murphy, from our Private Client Team and Graeme Hughes from our Charity Team, as they discuss the opportunities for clients to mitigate inheritance tax whilst making a real difference to the causes they support.

During this webinar we'll look at:

• An overview of key wealth protection provisions
• Lifetime gifting opportunities
• Planning with trusts
• Charitable giving and charitable trusts.

If you have any questions about this webinar, please contact