Start the Day with WAY - Webinar #2: Why you should consider Flexible Reversionary Trusts
Автор: WAY Trustees Limited
Загружено: 2026-02-06
Просмотров: 20
Описание:
Watch Again!
Way are kickstarting your Friday mornings with some practical insights from WAY Trustees Limited.
Start your Day with WAY is an exclusive 6-week series of bite-sized webinars running from 10am-10:30am via Zoom, designed to help you navigate Inheritance Tax (IHT) and Trust planning with confidence.
These sessions are perfect for Professional Advisers looking to strengthen their understanding of IHT and Trust solutions.
Webinar 2: Why you should consider Flexible Reversionary Trusts
What you'll learn
The Benefits of Flexible Reversionary Trusts
Alternative gifting strategies
Consumer Duty - Foreseeable Harm
About your speaker:
John Humphreys
Business Development Manager (North)
John has over 35 years experience in financial services, working with professional advisers, specialising in family wealth preservation.
John helps Advisers overcome the 'gifting dilemma' by using WAY's range of Flexible Reversionary Trusts, resulting in intergenerational tax planning, long term client relationships, and the retention of assets under advice and management.
Повторяем попытку...
Доступные форматы для скачивания:
Скачать видео
-
Информация по загрузке:
