Estate Planning - Useful Tools, Holiday Inn Ashford - Central, Tuesday, 24. September 2019


Two questions that will be high on your clients' agendas when embarking on Estate Planning will be 'How much can I afford to give away?' and 'How can I protect the family's wealth?  This seminar will look at some tools to help your clients answer these questions.
For the first session we welcome Daniel Sugarman of Canaccord Genuity Wealth Management who will be looking at the use of cashflow modelling in Estate Planning.
The second session will see Stephanie Parker of haysmacintyre considering the use of Investment Companies as an alternative to trusts in Estate Planning.

1.30 pm   Sandwich lunch and networking
2.15 pm   Session 1 - How much? - cashflow modelling for clients
3.00 pm   Coffee break
3.15 pm   Session 2 - Investment companies - a good estate planning vehicle?
4.30 pm   Final questions and seminar close

Tuesday, 24. September 2019, Holiday Inn Ashford - Central, Estate Planning - Useful Tools

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