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Inheritance Tax and Estate Planning

Dafferns Wealth are independent financial advisers, based in Coventry with reach across the whole of the UK and are part of the Dafferns Chartered Accountants group, who have been trusted advisers to thousands of businesses and individuals since 1896.

Dafferns Wealth is authorised as an appointed representative of Insight Financial Associates.

In this webinar on 17 June 2020, Steve Wheatcroft and Rachel Legg cover the key aspects of IHT and estate planning, helping you to pass on to the next generation as much of your family wealth as you can.

The webinar covers:

•What makes up an individual’s estate?
•How can an individual’s estate be reduced or end up in the wrong hands?
•Inheritance Tax
•Long Term Care Costs
•Remarriage and Sideways Disinheritance
•Dying Intestate – without a will and how can we prevent this from happening, or limit the impact?