Andrew Mortimer will give a brief overview of inheritance tax, including the rates of tax and the available exemptions and reliefs. Then a view on the main inheritance tax issues relevant to the case study.
Kathryn Layzell will look at lasting powers of attorney and putting your affairs in order to ensure that decisions can be made by those you trust most in the event that you cannot make them yourself.
Ken Hart will examine how financial planning dove tails with over all estate planning. It will be an informative session providing holistic ideas for all those looking for purpose in their planning.