24/09/2019 : Estate Planning Useful Tools

Estate Planning - Useful Tools

CityAshford
CountyKent (GB073)
Date24/09/2019
Hours13:30
CategoriaEvents
Official Website
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Ashford
Kent (GB073)
Tel 2019-09-24
Categoria Events
Estate Planning Useful Tools

Two questions that will be high on your clients' agendas when embarking on Estate Planning will be 'How much can I afford to give away?' and 'How can I protect the family's wealth?  This seminar will look at some tools to help your clients answer these questions. For the first session we welcome Daniel Sugarman of Canaccord Genuity Wealth Management who will be looking at the use of cashflow modelling in Estate Planning. The second session will see Stephanie Parker of haysmacintyre considering the use of Investment Companies as an alternative to trusts in Estate Planning. 1.30 pm   Sandwich lunch and networking 2.15 pm   Session 1 - How much? - cashflow modelling for clients 3.00 pm   Coffee break 3.15 pm   Session 2 - Investment companies - a good estate planning vehicle? 4.30 pm   Final questions and seminar close

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