Please join LGT Wealth Management at this breakfast roundtable on the practical considerations of passing wealth to the next generation.
Amid upcoming policy changes and continued scrutiny around inheritance tax, understanding how to structure your estate has never been more important. Simon Allister, Head of Wealth Planning, and Ola Adeosun, Head of Regional Wealth Planning & Family Governance, will explore practical, tax efficient strategies for passing wealth to the next generation, including the use of trusts, family investment companies and outright gifting.
Topics discussed include the key inheritance tax considerations, common pitfalls and the planning opportunities available to help you protect, preserve and smoothly transition your family wealth in line with your wishes.
Time: 8:30 – 10:30
Location: 1 Lombard Street, 1776 Private Dining Room, London EC3V 9AA
Kindly RSVP by Friday 10 April, noting any special dietary or accessibility requirements.