#FinanceFriday Gift of a Lifetime | Thoughtful Money Gifting Strategies
18 October 2024 11:00
Gifting money is a powerful way to support your loved ones and leave a lasting legacy. However, doing so thoughtfully requires careful planning and consideration. Join us for a comprehensive webinar, Gift of a Lifetime: Thoughtful Money Gifting Strategies, where we will explore the best practices for financial gifting and the crucial role of wills in ensuring your wishes are honoured.
Join Polly Banwell from WSL Will Writing and Maddy Farrow (AAG Wealth Management), who will be reviewing the fundamentals of financial gifting, including the various gifts you can give, and discover how to tailor your gifting strategy based on the recipient's life stage. We will also review the role of wills in gifting and ensure ways to gift money in a tax-efficient manner.
What you’ll learn:
By the end of this webinar, you'll be equipped with thoughtful strategies for financial gifting, an understanding of the tax implications, and the knowledge to incorporate your wishes into a well-structured will. Join us to learn how to make the most of the gift of a lifetime.
Timings:
11:00 – 11:15 | Keynote with Maddy Farrow and Polly Banwell
11:15 – 11:30 | Q&A
Who should attend:
This webinar is ideal for individuals who want to make meaningful financial gifts to loved ones or charities, as well as those interested in ensuring their estate is managed according to their wishes.
Join Polly Banwell from WSL Will Writing and Maddy Farrow (AAG Wealth Management), who will be reviewing the fundamentals of financial gifting, including the various gifts you can give, and discover how to tailor your gifting strategy based on the recipient's life stage. We will also review the role of wills in gifting and ensure ways to gift money in a tax-efficient manner.
What you’ll learn:
By the end of this webinar, you'll be equipped with thoughtful strategies for financial gifting, an understanding of the tax implications, and the knowledge to incorporate your wishes into a well-structured will. Join us to learn how to make the most of the gift of a lifetime.
Timings:
11:00 – 11:15 | Keynote with Maddy Farrow and Polly Banwell
11:15 – 11:30 | Q&A
Who should attend:
This webinar is ideal for individuals who want to make meaningful financial gifts to loved ones or charities, as well as those interested in ensuring their estate is managed according to their wishes.
