Matching tax effective estate planning solutions to client needs

This session is designed to equip advisers with the knowledge and tools necessary to navigate the complexities of estate planning, from assessing the impact of Inheritance Tax (IHT) on estates to effectively engaging with clients about their estate planning needs. In this webinar, we will delve into essential topics such as the significance of understanding client objectives, the nuances of asset class-specific planning, and the art of blending various estate planning solutions to meet individual client needs. Whether you're looking to refine your approach to client conversations about IHT or seeking to deepen your expertise in estate planning strategies, this session promises to provide valuable perspectives and actionable insights. Learning objectives for this webinar: Understand the current legislative context for estate planning. Appreciating the wide range of potential client aspirations in relation to intergenerational planning. Appreciating the wide range of potential client aspirations in relation to the main asset types.