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Location: Swindon Town FC The County Ground, County Road, Swindon, SN1 2ED 

When: Wednesday 1st May 2024

Timings: 10:00am – 12 noon

 

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 Mark Lister of Lister Langley Ltd, we’ve organized an enlightening session designed to elevate your advisory services. Here’s a glimpse of what awaits:

  1. Pillars of Foundation: Delve into the significance of Wills and Lasting Powers of Attorney as indispensable components supporting successful tax and estate planning strategies.
  1. Overcome the ‘Gifting Dilemma’: Understand the barriers hindering clients from making gifts into Trust during their lifetime and how to navigate through them effectively.
  1. Distrusting the In-Laws: Learn strategies to safeguard family wealth in the unfortunate event of divorce, ensuring assets remain within the family bloodline.
  1. Sideways Disinheritance!: Explore proactive measures to prevent family wealth from inadvertently leaving the family, particularly relevant in today’s context of blended families.
  1. 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.

 

Mark Wintle – Business Development Manager at WAY Trustees Ltd.

Mark will discuss some of the challenges and opportunities presented by the great transfer of wealth, showcasing how strategic Trusts can shield assets, ensure effective tax planning, and assist advisers with their approach to intergenerational wealth management.

 

Lister Langley Limited

A regulated legal practise specialising in providing advanced tax and estate planning solutions to private clients and corporate entities. Mark will share his expertise on how to successfully move property and company assets through the generations tax efficiently.

 

Mark Lister – Solicitor and Director of Lister Langley Limited

Mark has over 20 years experience in the legal profession, he has vast experience of tax planning structures in the UK and Internationally, will discuss the foundations of a good estate plan, through to advanced tax and estate planning solutions for private clients and corporate entities.

 

Timings

  • Registration will commence at 10:00am with hot drinks and breakfast provided.
  • Presentations will begin promptly at 10:20am and will run until 12 noon.

 

Places are limited so please book your space here: Eventbrite booking link – Swindon event