Planning for your future – distributing wealth webinar

Published by Kim Williams on 26 November 2020

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There is no doubt that 2020 has been a challenging year for every one of us. The challenge has resulted in many people reflecting on their personal circumstances and their plans for the future.

Based on the findings from our survey of 1,022 people across the UK, published in our Planning for your future report, our tax, financial planning and legal experts explored key wealth management issues and provided guidance to help you plan for your future and identify some key priorities for action.

Topics covered included:
• Managing investments and assets
• Exiting a business
• Preparing pensions for retirement and taking benefits
• Preparing your finances for your family’s future
• Inheritance tax planning
• Wills, power of attorney, trusts and probate

View the recording of the webinar


Download a copy of the full ‘Planning for your future – Financial clarity in an uncertain world’ report here

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