Inheritance Tax & Estate Planning Seminar

Inheritance Tax & Estate Planning Seminar

After the success of last year’s event, we are delighted to invite you to our Inheritance Tax / Estate Planning Seminar. We have secured the top North West industry speakers, for what is promised to be an informative event.

Monday 13th March – 2pm – 4:45pm

Our aim is to provide you with all the information covering subjects such as inheritance tax (IHT) wealth management, business property relief (BPR), succession planning, lasting powers of attorney (LPA), reversionary interest trusts (please see below for further details on each session). You will also have the opportunity to ask questions at the end of each session and speak to our experts.

If you would like to attend, please contact the office on 0800 170 7009. Please let us know if you would like to attend, so that we can cater for everyone.

Guest Speakers

Susan Sherry, Head of Private Client Team, Hill Dickinson Solicitors, Liverpool

“How properly worded Wills or forward planning can reduce IHT”
Susan’s work centres on inheritance, capital gains and income tax planning for wealthy individuals and families. She advises settlors, beneficiaries and trustees on trust formation, trustees’ duties and trust dissolution as well as looking at tax planning issues pre-emptively. Susan has co-authored a book on powers of attorney with Geoffrey Shindler, OBE.Call to action

Jaclyn King-Gibson, Investment Manager, Rathbone Investment Management, Liverpool

“IHT efficient AIM portfolios using BPR”
Jaclyn King-Gibson began her investment career at Rathbones in 2004 and has worked in a smaller companies investment team that covers AIM quoted EIS and Business Property Relief investments for over a decade. Jaclyn holds the CISI Diploma, the EIS Association Diploma and is a member of the Regional EIS Association Committee.

Ed Midgley, Independent Consultant, IOMA Life

“How you can benefit from reversionary interest trusts”
Ed Midgley represents Isle of Man Assurance (IOMA) and has been in the financial services industry for over 30 years. For the majority of his career Ed has been in adviser facing roles for large well-known national and offshore life assurance companies, either in a managerial or technical capacity.

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