Ireland 
USA Stronger strategies for passing on wealth to adult children
This recording features Ian Dyall, Head of Estate Planning at Evelyn Partners who will discuss how with effective estate planning, you can reduce the amount of inheritance tax your loved ones will pay on the assets you pass on to them.
Ian is a Fellow of the Personal Finance Society, a Chartered Financial Adviser and a STEP Trust and Estate Practitioner (TEP). In 2019, his exceptional efforts were recognised and he was awarded the ‘Outstanding Contribution to Estate Planning’ award at the City of London Wealth Management Awards.
Find out more about:
- The common reasons for making lifetime gifts
- The rules and taxation on financial gifts
- How to ensure that you don’t leave yourself financially vulnerable
- The different options available when making gifts
- The alternative to making financial gifts upon your death
Key take outs from this event:
Learn how with effective estate planning, you can pass on your assets to your loved ones in a tax-efficient manner.
Speakers
Ian Dyall
Having worked in the industry for over 30 years, Ian is the esteemed spokesperson on estate planning and inheritance tax mitigation. In 2019, Ian was recognised with the ‘Outstanding Contribution to Estate Planning’ award at the City of London Wealth Management Awards.
Nick Geere
Financial planning
Nick is a Chartered Financial Planner with over 20 years’ experience. He has a particular interest in providing a range of financial planning advice to other professionals, company directors and senior executives.
Disclaimer
The value of investments, and the income from them, may go down as well as up and investors may not get back the amount originally invested.
