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Estate Planning Made Simple

Tue, 10 Sep 2024

Virtual, Online

FREE TO NHS

Wesleyan Financial Services are hosting a webinar on the world of estate planning. A topic many of us may not enjoy thinking about, but one that's so important to ensure your assets are dealt with as tax efficiently as possible after your death.

Join us as we discuss:

  • What is an estate planning strategy?

  • What could happen?

  • What is Inheritance Tax (IHT)?

  • What are your options?

  • What else should be considered?                             

  • Next steps

This webinar will last around 1 hour, including time at the end for questions. You'll also have the opportunity to request a no-obligation financial review with your local Specialist Financial Adviser, if you would like further advice on an individual basis.

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