Webinar: How to leave a tax-efficient legacy

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25 March 2024 | 1 minute read

Originally broadcast: Tuesday 30 January 2024
Duration: 30 minutes
Location: Online

Tough housing market conditions, high university tuition fees and a surge in the cost of day-to-day living mean your children or grandchildren could face an uncertain financial future. It’s only natural to want to help out, but knowing how to pass on wealth in a meaningful and tax-efficient way isn’t easy. In this webinar, Lee Clark, our financial planning expert, discusses how to make a difference to the lives of the next generation through tax-efficient gifting, trusts and estate planning. Lee will also present some useful case studies showing how we can help you plan ahead.

In this webinar we discuss:

  • the financial challenges facing the next generation
  • how to support children and grandchildren through one-off and regular gifts
  • how to leave a meaningful legacy without harming your own financial security
  • inheritance tax, trusts and the ‘seven-year rule’
  • the importance of planning ahead and getting financial advice

There will also be an opportunity to ask questions in a live Q&A.


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