What steps should you be taking to organise your affairs to protect your family from unnecessary expense and hardship?
In practice many people leave it too late to plan their estates, which could impact the tax payable on their estate and who ends up benefitting from their wealth.
Join our panel of legal, tax and financial advisers as they discuss the risks, challenges and opportunities available to you when organising your estate. They will outline quick wins that you can action now and explain some of the complexities that they help their clients navigate from each of their unique perspectives.
Take the opportunity to ask them your questions in the audience Q&A, or submit them in advance to email@example.com.
Date: December 16, 2021
Claire Roberts, Tax Partner
David Mitchell, Director (Moore Kingston Smith Financial Advisers)
Richard Burgess, Senior Solicitor