Watch Again! Start the Day with WAY - Webinar #3: How to save your client £19500 скачать в хорошем качестве

Watch Again! Start the Day with WAY - Webinar #3: How to save your client £19500

Watch Again! Way are kickstarting your Friday mornings with some practical insights from WAY Trustees Limited. Start your Day with WAY is an exclusive 6-week series of bite-sized webinars running from 10am-10:30am via Zoom, designed to help you navigate Inheritance Tax (IHT) and Trust planning with confidence. These sessions are perfect for Professional Advisers looking to strengthen their understanding of IHT and Trust solutions. Webinar 3: How to save your client £19500 What you'll learn Know your Gifts Understand how and when PETs and CLTs interact Why order of gifting matters in lifetime and Trust planning About your speaker: Mark Wintle Business Development Manager (South) Mark has worked in financial services since 1993 and joined WAY Trustees Limited in 2017. He provides technical support to Professional Advisers and clients on Inheritance Tax Planning and the strategic use of Trusts. A Level 4 qualified professional and STEP member, Mark has held roles in technical, training, advising and compliance.