Webinar Archive

22 May 2019

Retirement webinar - Case study. "How do you solve a problem like Maria's?"

Date: Wednesday 22 May | Time: 11:00am - 11:45am

Clients often present their advisers with what appear to be unrealistic expectations and challenging objectives when it comes to retirement. It’s vital to look at all the possible options when trying to achieve their goals – it’s essential to utilise all the allowances and tax breaks to maximise income. Using ‘Maria’ as a case study, this webinar looks at how she achieves her goals with the help of a fantastic retirement strategy.

24 Apr 2019

Getting periodic charges right - the key calculations

Date: Wednesday 24 April | Time: 11:00am - 11:45am

Many trusts are subject to ten year anniversary charges, and it is the trustees who are responsible for calculating any potential liability as well as reporting to HMRC and paying any tax due. That’s where advisers come in - this webinar helps you to understand how and when these charges are calculated, and what the reporting requirements are.

20 Mar 2019
Gift and Loan

Gift and loan trusts - Does your client need a flexible option for their savings and IHT planning?

Date: Wednesday 20 March | Time: 11:00am - 11.45am

Offering a high level of access for a settlor as well as a number of tax planning opportunities, gift and loan trusts may well provide a solution.
Join our Technical Manager Francesca Gandolfi as she discusses how a gift and loan trust works, specifically looking at the potential opportunities this option provides for IHT planning whilst retaining access to capital.

6 Mar 2019

Estate Planning – Getting the conversation started

Date: Wednesday 6 March | Time: 11:00am - 11:45am

Sometimes there can be reluctance to discuss estate planning strategies and plan for what can be a difficult time for a client’s family. IHT receipts continue to increase and yet there are a lot of potential solutions available to advisers, to help clients in a wide range of circumstances. This webinar focuses on constructive ways to discuss IHT with clients and help reduce the tax payable on death, increasing the legacy for their beneficiaries.

20 Feb 2019

Flexible Reversionary Trusts – Access paired with efficiency

Date: Wednesday 20 February | Time: 11:00am- 11:45am

If a balance between IHT efficiency and access to funds is paramount to your client, Flexible Reversionary Trusts may well be their best option.
In this webinar, we learn the structure of a flexible reversionary trust and how it can be used as part of a flexible estate planning solution.

6 Feb 2019

Discounted Gift Trusts

Date: Wednesday 6 February | Time: 11:00am - 11:45am

With benefits including a reduction in IHT as well as providing a tax efficient income stream, our webinar on Discounted Gift Trusts is a must listen for all professional advisers.

Join our Technical Manager Kim Jarvis as she looks at the structure and the tax benefits of this useful estate planning solution.

24 Jan 2019

Pensions & retirement outlook 2019

Date: Thursday 24 January | Time: 10:00am - 10:30am

2019 brings a number of changes which will affect both your clients and your business. Constant change is a common theme in the world of pensions and retirement, and it looks like this year will be no different.

In this CPD qualifying webinar we will look at some of the areas where we expect to see regulatory and legislative developments during 2019 including: State pensions, FCA work on retirement outcomes, Tax year changes, Defined benefit transfers and Pension dashboard.

27 Nov 2018
Periodic Charges

Calculating estate planning charges

Date: Tuesday 27 November | Time: 11:00am - 11:45am

Many trusts are subject to periodic charges (sometime called ten year anniversary charges) and exit charges, and trustees are responsible for calculating any potential liability as well as reporting to HMRC and paying any tax due. They may look to their professional advisers for help and this webinar looks at how these charges apply to different estate planning solutions. This webinar will be hosted on our BrightTALK channel. Sign up using the link below.

22 Nov 2018

Estate planning with trusts – the best of both worlds

Date: Thursday 22 November | Time: 11:00am - 11:45am

Trust-based inheritance tax solutions have developed over many years and the various arrangements available can provide differing levels of access and IHT efficiency. In this presentation we look at some of the common solutions and how they can be used as part of an estate planning strategy. This webinar will be hosted on our BrightTALK channel. Sign up using the link below.

20 Nov 2018

DB pension transfers - Best practice and reducing risk

Date: Tuesday 20 November | Time: 10:00am - 10:30am

Despite the obvious attractions which a final salary pension transfer offers, many people are likely to be better staying put. However, there are situations where a transfer will be appropriate advice, so it’s important each case is judged on its own individual merits.


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