Are you a client wanting to help your children or grandchildren financially, but not sure where to start? Or a Solicitor or Accountant who would like to know more about intergenerational financial planning? If so, then you really need to join us for this online Zoom event!
There are many ways you can effectively and tax-efficiently pass on your wealth to your children or grandchildren, enabling you to leave behind the legacy you want for generations to come. Chartered and Certified Financial Planner, Roger Jackson, will cover the top 5 methods in our next Zoom event, these include:
- Gifts and allowances
- Pensions for children/grandchildren
- JISAs vs designated GIAs
- Gifts out of Income
To book your FREE place, contact firstname.lastname@example.org
The value of investments can go down as well as up and you may not get back the full amount you invested. The past is not a guide to future performance and past performance may not necessarily be repeated. The Financial Conduct Authority (FCA) does not regulate Will writing, tax and trust advice and certain forms of estate planning.