Inheritance Tax Planning

Brought to you by

Fairstone Financial Management

Online course

14th Aug 2021

FREE

1 hrs cpd

This course is no longer available to book as it already started on 14/Aug/2021

SimplyCPD exclusive - How to successfully pass your wealth down the generations - Saturday 1 hour session

Organised exclusively for SimplyCPD's doctors, we are proud to host this financial education session in partnership with Fairstone Financial Management.

The 40% Inheritance Tax is often described as the one tax that's voluntary...if you know how to plan for it!

This session will demonstrate how you can mitigate it and ensure your hard-earned wealth passes down the generations as you intended.

Your speaker, Ajay Naik, is one the UK's top rated Independent Financial Advisers. He specialises in working with medical professionals and will be available for Q&A, so you can put your burning questions to him!

Topics Covered:
• How and when IHT applies to your wealth
• How IHT applies to limited companies
• The various ways to mitigate IHT
• Wills and trusts
• Live Q&A

Fairstone Financial Management is part of Fairstone Group, which incorporates one of the largest Chartered financial planning firms in the UK.

Course images

Agenda

Aug

Start

11:00 - 12:00

Speakers

Ajay Naik

• Ajay is a highly qualified and reputed Independent Financial Adviser (IFA), who has specialised in working with doctors for 20 years.

• He is a senior adviser at Fairstone Group, which incorporates one of the largest Chartered financial planning firms in the UK, managing over £10bn of client funds.

• Ajay was recently featured in the Times and Telegraph as one of the UK’s highest rated IFA’s.

Additional information

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