Sep
21
8:30am
An In-depth look at Discounted Gift Trusts
By Utmost Wealth Solutions
Join us for the first of two webinars for professional advisers on planning with Discounted Gift Trusts.
In part one, Steve Sayer, Technical Sales Manager, will take an in-depth look at Discounted Gift Trusts including their use in mitigating IHT, their place in the overall planning strategy and when your clients should use them.
Steve will then be joined by Marc Acheson, Global Wealth Specialist, Simon Martin, Head of UK Technical Services and John Albon, Taxation and Trusts Specialist, for an interactive Q&A session.
Don't worry if you can't attend on the day. You can watch later on demand at a time to suit you.
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Utmost Wealth Solutions