Inter-generational planning seminar (morning)

Thursday Morning 22 March 2018 at 11.00am
Belfast

Like many people, you may want to pass on your wealth to the next generation. Inter-generational planning involves working with your family to find a successful way to pass on your money that avoids pitfalls and minimises the burden of Inheritance Tax.

Our upcoming inter-generational planning seminar is being held in Malone House, a late Georgian mansion that boasts acres of idyllic landscape. We hope you will join us on 22 March at 11am to enjoy the stunning scenery.

At the seminar:
  • We will discuss the demographics in the UK and the scale of the potential wealth which will be transferred over the next few decades

  • You will hear about how families can maximise these opportunities and manage the risks

  • We will look at where we think markets might be headed over the remainder of the year and beyond, and how our financial planners and investment managers can work together for you

  • There will be a Q&A session with our experts

  • A buffet lunch will follow the session

When

Thursday 22 March 2018 at 11.00am

Where

Malone House, Barnett Demesne, Belfast, BT9 5PB