Webinar: How to leave a tax-efficient legacy

Views & insights

Legacy planning can seem complex and overwhelming. Learn how to pass on your wealth as tax efficiently as possible by joining our webinar with wealth management specialists, Michelle Holgate and Michelle Harvey.

Register
Date: Tuesday 24 June
Time: 12:00pm to 12.30pm
Location: Online

Inheritance tax (IHT) receipts have hit a record high of £7.6 billion and are set to rise even further.¹ Changes to pension rules are also planned for 2027 resulting in most pensions being included in the value of an individual’s estate.

This makes it a good time to review your financial plans and help secure your family’s financial future. In our webinar we’ll cover essential topics including:

  • What is IHT?
  • How legacy planning can help
  • Giving lump sums of money tax-efficiently
  • Making regular gifts out of income
  • The role of trusts and pensions in estate planning
  • Changes to Business Relief

Take control of your estate planning and gain peace of mind that your loved ones will be more financially secure – register for our webinar today.

Can’t attend?

No problem. If you register, we’ll send you the recording afterwards.

Hosts: Michelle Holgate and Michelle Harvey

Michelle Holgate

Michelle Holgate

Michelle has 20 years’ experience specialising in providing financial advice on IHT planning, pensions, investments, and trusts to high-net-worth clients across the UK. She’s passionate about increasing the understanding of financial planning and a number of her articles can be found in both the national and local media covering IHT, financial planning opportunities and charitable giving.

Michelle Harvey, Wealth Management, Inheritance Planning

Michelle Harvey

Michelle joined RBC Brewin Dolphin in 2017 as a Financial Planner and specialises in complex wealth planning for private clients and their families. She’s a Certified Financial Planner, a Chartered Financial Planner and Fellow of the Personal Finance Society and has spent over 10 years advising high-net-worth clients on wealth management, retirement planning, estate and trust planning.

¹ Office for Budget Responsibility, February 2024

The value of investments, and any income from them, can fall and you may get back less than you invested. This does not constitute tax or legal advice. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. You should always check the tax implications with an accountant or tax specialist. Information is provided only as an example and is not a recommendation to pursue a particular strategy.

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The value of investments and any income from them can fall and you may get back less than you invested.