This event has ended.
We are excited to bring you Leaving a Lasting Legacy, a special breakfast workshop, in partnership with award-winning wealth manager, Killik & Co.
Join us on Thursday 23rd of January at the AllBright Townhouse, for an event that promises to give a comprehensive overview of the strategies available when passing on wealth to the people and causes that matter- for every generation.
Led by Killik & Co experts, the workshop will delve into the impact of the Autumn Budget changes, inheritance tax, wills, lifetime gifting strategies, and the role of trusts in protecting your assets*. You’ll gain practical insights into key rates, allowances, and tax implications, with real-life examples and interactive myth-busting sessions to help you confidently navigate estate planning.
Spaces are limited, so secure your spot today and join us for a relaxed breakfast, networking and workshop.
*Tax treatment depends on individual circumstances and may change in the future. Please do remember that as with all investments, your capital is at risk.
