Webinar: Complex estate planning to maximise next-generation inheritance

26th April 2023, 10am

Join us for a case study where we help Fred and Ginger come up with a tax efficient estate plan, and work through how best to pass their assets worth £3m to the next generation while making sure that their quality of life is not compromised.

We consider their 3 children, one of whom has learning difficulties, and we plan for their 3 grandchildren. We’ll explore Gifting plans, Discretionary Trusts, Resident Nil Rate Band considerations, a Vulnerable Beneficiary Trust, a Life Interest Trust and a Severance of Joint Tenancy.

We’ll then draft our solution within Arken’s industry leading estate planning software.

We look forward to seeing you soon!

Register here.