#FinanceFriday | Maximising Your Legacy: Inheritance Tax and Estate Planning Insights
05 December 2025 11:00
Thinking about the future of your wealth is one of the most meaningful steps you can take, both for your own peace of mind and for the generations to come. Maximising Your Legacy: Inheritance Tax and Estate Planning Insights, will help you explore how careful planning can help you pass on more of your wealth while minimising the impact of Inheritance Tax. Whether you’re beginning to think about your legacy or actively planning, this session will provide valuable insights to support smart, structured decisions.
What you’ll learn:
You’ll gain an overview of Inheritance Tax thresholds and exemptions, estate planning techniques, and how to make the most of lifetime gifting opportunities. The session will also explore the benefits of intergenerational wealth planning, including how to involve your family in financial conversations and ensure your intentions are clearly understood and effectively implemented.
Timings:
11:00 – 11:15 | Keynote with Dan Browne
11:15 – 11:30 | Moderated Q&A
Who should attend:
This webinar is ideal for individuals thinking about the future of their estate, from those just starting to explore legacy planning to those actively managing inheritance and gifting strategies. If you want to protect your wealth and ensure it’s passed on in the most efficient and meaningful way, this session is for you.
