Estate Planning and Safeguarding Assets for the Next Generation

Estate Planning and Safeguarding Assets for the Next Generation

We never quite know what's ahead, so careful and prudent planning can ensure you're as prepared as possible for most eventualities. Careful 'estate planning', which is the preparation of tasks that serve to manage your money, possessions and property (known as your 'estate'), can help to eliminate uncertainties and safeguard your loved ones.

On Wednesday 10th October we teamed up with SG Wealth Management to deliver a seminar on 'Estate Planning and Safeguarding Assets for the Next Generation' at our Norwich office. During the seminar, Lauren Abbs (Clapham & Collinge) Andrew Morley (SG Wealth Management) and Henry Gaskin (SG Wealth Management) highlighted a range of measures you can take to protect your assets, reduce inheritance tax liabilities and make provisions for the future.

The seminar covered:

  • How to reduce IHT liabilities
  • Life Insurance
  • Gifting assets during your lifetime
  • Business Relief
  • Pension Legacies
  • Care fee planning
  • Blended family planning

Click here to download the slides from the seminar.

Feedback from delegates:

''Lauren was particularly good at putting across her information''

''Made me think again about Inheritance Tax issues and possible options''

''It was all very informative''

''Interesting solutions for both Inheritance tax and long term care''

Our team of expert Wills, Trusts and Probate solicitors have a wealth of legal experience in estate planning and Inheritance Tax planning. To discuss your individual requirements in further detail, our specialist solicitors will be delighted to help. Contact us today on 01603 693500 or email us using 'Make an enquiry' form. Appointments available at our Norwich, North Walsham and Sheringham offices.

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