Location: Calverley Golf Club, Woodhall Ln, Stanningley, Pudsey, LS28 5QY
When: Wednesday 15th May 2024
Timings: 08:30am – 10:30am
Discover Our 5 Essential Insights to Successful Family Wealth Preservation
For over two decades, WAY Trustees Limited has been dedicated to safeguarding family wealth, ensuring a legacy that spans generations. In our journey, we’ve gathered invaluable insights that we’re eager to share with you. That’s why we’re thrilled to present our top 5 essential insights, curated to help you achieve your clients’ long-term financial aspirations and secure their future and that of their loved ones.
In collaboration with Martin Holdsworth of IDR Law, we’ve organized an enlightening session designed to elevate your advisory services. Here’s a glimpse of what awaits:
- Pillars of Foundation: Delve into the significance of Wills and Lasting Powers of Attorney as indispensable components supporting successful tax and estate planning strategies.
- Overcome the ‘Gifting Dilemma’: Understand the barriers hindering clients from making gifts into Trust during their lifetime and how to navigate through them effectively.
- Distrusting the In-Laws: Learn strategies to safeguard family wealth in the unfortunate event of divorce, ensuring assets remain within the family bloodline.
- Sideways Disinheritance!: Explore proactive measures to prevent family wealth from inadvertently leaving the family, particularly relevant in today’s context of blended families.
- Mitigate Inheritance Tax for 125 Years: Discover innovative intergenerational tax planning techniques spanning five generations, ensuring lasting financial security.
Additionally, our session will offer technical insights on:
- Trusts vs Business Relief
- Order of Gifts
- Taper Relief
- Periodic Charges
- Safeguarding the Residential Nil Rate Band
As the boomer generation transitions over the next two decades, an unprecedented transfer of family wealth looms on the horizon. While this presents a remarkable opportunity for advisers and families alike, it also underscores the critical need for expert guidance to ensure assets reach their intended beneficiaries.
Whether you’re looking to enhance your advisory capabilities or explore our referred business model, our session promises invaluable knowledge to help you preserve and secure family wealth for future generations.
Don’t miss this exclusive opportunity to unlock the secrets to long-term wealth preservation. Book your ticket and secure your please today.
Speakers:
WAY Trusteed Limited –
A Professional Trustee Service who offers a unique range of flexible trust solutions which can overcome the dilemma of giving away too much too soon whilst removing the complexities of administering and managing a trust.
John Humphreys – Business Development Manager at WAY Trustees Ltd.
John has over 35 years experience in financial services, working with professional advisers, specialising in family wealth preservation.
John helps clients overcome the ‘gifting dilemma’ by using WAY’s range of Flexible Reversionary Trusts, resulting in intergenerational tax planning, long term client relationships, and the retention of assets under management.
IDR Law
IDR Law is a nationally active boutique law practice that specialises solely in the resolution of disputes and problems that arise in connection with wills, probate and trusts, a practice that now stretches to offices in Harrogate, Manchester and Bristol and a legal team of 22 making it the biggest team outside of London.
Martin Holdsworth – Founder & Owner of IDR Law
Martin qualified as a solicitor in 1995 and is an active national committee member of the Association of Contentious Trust And Probate Specialists (ACTAPS). He has been shortlisted for the Yorkshire Lawyer of the Year, listed as a Band 1 lawyer by Chambers & Partners for a number of years and was entered into Legal 500 Hall of Fame for contentious probate work.
Martin is considered to be one of the most experienced and successful contentious probate lawyers in the UK.
Timings
- Registration will commence at 08:30am with hot drinks and breakfast provided.
- Presentations will begin promptly at 9:00am and will run until 10:30am.
Places are limited so please book your space here: Eventbrite booking link – Leeds event