Webinar: Estate planning in 2021 and beyond

Date: Thursday 3 December

Duration: 60 minutes

As 2020 draws to a close, what key estate planning themes can we expect in the coming years?

With large amounts of wealth set to pass down the generations, we look at some trends that might affect your business.

In this episode:

  • How changing client needs could impact the estate planning you recommend, and the challenges you’ll need to consider.
  • How advisers working more closely with solicitors will be essential in meeting a growing demand for estate planning.
  • How Business Property Relief fits into the picture, plus some real-life client scenarios you might come across.

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Please remember, the value of an investment, and any income from it, can fall as well as rise. Investors may not get back the full amount they invest.