Family wealth planning :: Pearson Pensions

Family wealth planning

Who should attend

Individuals who want to understand what makes up their estate and how it is valued
Those concerned about inheritance tax and its impact on their assets
People interested in making gifts during their lifetime in a tax-efficient way
Anyone looking for practical steps to put plans in place and access expert guidance
Families planning for intergenerational wealth transfer
Anyone seeking peace of mind about their financial legacy

Why you should attend

Understand what makes up your estate and how it is valued
Learn how inheritance tax could impact your assets
Discover smart ways to make gifts during your lifetime
Get practical steps to put your plans in place
Access expert guidance and further resources

Agenda

What is an individual’s estate?
Tax on your estate
Making gifts during your lifetime
Putting your plans in place
Further Information

To book your place on this webinar, please complete your details below and click submit. You will then be redirected to the registration page where you can select the date and time that best suits you.

Please note that our webinars are presented by financial education specialists WEALTH at Work, so you will be asked for your details again when booking your place. This will allow them to send you the invite and reminders.

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Data protection

Please tick the box below to confirm that you understand and acknowledge the statements.

The Trustee, as the controller under the applicable data protection legislation in the UK, uses certain personal information about you to (amongst other reasons) communicate with you and administer your benefits in the Plan. Your information is shared with the Plan’s administrators, other providers of services to us, and public bodies such as HM Revenue & Customs. For more detailed information on how we use and disclose your information, the protections we apply, the legal bases we rely on and your data protection rights, please see our privacy notice at www.pearson-pensions.com/privacy-notice/. If you would like a copy of our privacy notice to be sent to you, please contact the pensions helpline.

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When you hit submit you willl then be redirected to the registration page

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