Online event: Inheritance tax and intergenerational planning

You want your wealth to benefit the people and causes you care about.

Watch this recording of our live online event to find out how, by taking action now, you can discover strategies to avoid a hefty tax bill and influence how your wealth helps loved ones now and in the future.

Filmed on 14 July 2020

The content contained on this video represents the opinions of Equilibrium Financial Planning and Equilibrium Investment Management and in no way constitutes a solicitation of investment advice. It should not be relied upon in making investment decisions and is intended solely for the entertainment of the reader. Past performance is not a guide to future returns. The value of your investments can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.