Louisa France (financial planning partner) is leading the troops as a host and is joined by the brilliant Jocelyn Davis, an estate planning technical expert, and Ian Dyall, our head of estate planning (from his music room).
In the current climate, we’re finding that clients are considering whether they should help out their children – especially their adult ones.
They may not have needed it before, but circumstances have changed for everyone with the pandemic – they may have found themselves furloughed, or worse still with no job or business.
This is a really complex area and people often need advice on it – clients can end up using a hybrid of different solutions for giving away their money. It’s important to make sure you are being tax-efficient with your gifting, etc. and that you can afford to be this generous. A professional and cashflow modelling can help with these.
If you have any questions after listening to our speakers, or the subject has got you thinking about helping your family, remember that we offer free initial consultations where you can speak to an adviser about your queries.
Alternatively – if you have any other questions, you can call us on 020 7189 2400 or email firstname.lastname@example.org
If you want to get in touch about the virtual event, or want to suggest new topics, email email@example.com.