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Estate planning

Estate planning workout – How to pass on your wealth Webinar

Kickstart your financial wellbeing for 2024 – book yourself in to one of our complimentary webinars targeting financial fitness for the year ahead. Our first webinar will help you shape up your estate planning strategies.

Hear Ian Dyall, Head of Estate Planning at Evelyn Partners discuss how with effective estate planning, you can reduce the amount of inheritance tax your loved ones will pay on the assets you pass on to them.

Ian is a Fellow of the Personal Finance Society, a Chartered Financial Adviser and a STEP Trust and Estate Practitioner (TEP). In 2019, his exceptional efforts were recognised and he was awarded the ‘Outstanding Contribution to Estate Planning’ award at the City of London Wealth Management Awards.

Find out more about:

  • How to reduce your inheritance tax liability
  • How to potentially maximise your savings while minimising the loss of access to your investments
  • The importance of having an up-to-date Will 
  • The benefits and drawbacks of using trusts
  • Using pensions to pass on wealth

Key take outs from this event

Learn how with effective estate planning, you can pass on your assets to your loved ones in a tax-efficient manner.

Important information

The value of investments, and the income from them, may go down as well as up and investors may not get back the amount originally invested.

To view Zoom's privacy statement please click here 

Speakers

Henrietta Grimston Financial planning
Associate director

Henrietta Grimston

Financial planning

In her role as a financial planner, Henrietta has been advising private clients for 14 years. Henrietta is both a Chartered Financial Planner and Chartered Wealth Manager, as well as a Fellow of the Chartered Institute of Securities and Investments (CISI).

Ian Dyall BW
Head of Estate Planning 

Ian Dyall

Financial Planning

Having worked in the industry for over 30 years, Ian is the esteemed spokesperson on estate planning and inheritance tax mitigation. In 2019, Ian was recognised with the ‘Outstanding Contribution to Estate Planning’ award at the City of London Wealth Management Awards.

Time & Location

Online
13:00 - 14:00 GMT

Watch Event