Webinar: The Art of Avoiding Inheritance Tax

In our latest webinar The Art of Avoiding Inheritance Tax, experts Steffan Alemanno and Harry Donoghue showcase the steps you can take to pass down your wealth in the most tax efficient way. 

During this free 45-minute webinar we discussed the following:

• Why more people are being dragged into the inheritance tax net
• How to navigate the political landscape and inheritance tax planning
• Why your pension is still your most inheritable asset
• The potential pitfalls of DIY inheritance tax planning
• Dealing with modern family structures

We also allowed time after the webinar for Questions and Answers. 

If you would like to discuss your financial situation and how we can help you, get in touch today and arrange a free consultation with an adviser. 

About the speakers

Harry Donoghue	Steffan Alemanno
Financial Adviser - TPO	Financial Adviser - TPO
I adopt a modern approach to financial planning and am a great believer of utilising lifetime Cashflow Planning; combining solid financial planning principles, robust investment management and the latest technology. This will ensure that all decisions are backed by a robust bespoke financial plan, which leads to evidence-based decisions for my clients’ finances.	I am driven by our ability at The Private Office to be able to offer completely independent financial advice. This gives me the confidence that we are able to consider every available option for our clients and be left with the correct outcome.

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Please Note: The Financial Conduct Authority does not regulate Tax Advice, Estate Planning or Cash Flow planning. The value of investments and the income derived from them can fall as well as rise. You may not get back what you invest.