• April 12, 2024

Webinar: Tax Update for the Older Client Adviser

06may1:00 pm2:00 pmWebinar: Tax Update for the Older Client Adviser

Event Details

Iris Wϋnschmann-Lyall will provide a tax update for the older client advisor as well as a summary of the OPG’s IHT simplification considerations on 6th May. Iris will look at the tax consequences of these and the advantages and disadvantages of common financial products which are often sold to older clients, such as loan trusts and discounted gift trusts. Iris qualified as a solicitor after studying law at Cambridge University and is a consultant with Tax Action specialising in the area of trust and estate taxation.

For more information and the registration link click here.



(Thursday) 1:00 pm - 2:00 pm

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