On 11 November, the Ulster Society hosted the second in a series of financial wellbeing webinars in partnership with Legacy Wealth Management, aimed at helping members to boost both their advisory capabilities and their own personal financial wellbeing.
This session offers a practical refresher on Inheritance Tax (IHT), covering current thresholds, exemptions, and reliefs. It explores how lifetime gifts and various trusts can help mitigate IHT liabilities, while highlighting common pitfalls and the importance of regularly reviewing wills and estate plans to stay aligned with changing tax rules and personal circumstances.
A recording of this webinar is available to view, for free and on demand, HERE
A pdf copy of the slides used in this presentation is available
HERE
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