Bestinvest Logo
Learning

A smarter way to pass on your wealth

This recording features Ian Dyall, Head of Estate Planning at Evelyn Partners who will discuss how with effective estate planning, you can reduce the amount of inheritance tax your loved ones will pay on the assets you pass on to them.

17/05/2023 - 10:00-11:00
|Webinar event

Online

Movie thumbnail not available
Share on TwitterShare on Linkedin

This recording features Ian Dyall, Head of Estate Planning at Evelyn Partners who will discuss how with effective estate planning, you can reduce the amount of inheritance tax your loved ones will pay on the assets you pass on to them.

Ian is a Fellow of the Personal Finance Society, a Chartered Financial Adviser and a STEP Trust and Estate Practitioner (TEP). In 2019, his exceptional efforts were recognised and he was awarded the ‘Outstanding Contribution to Estate Planning’ award at the City of London Wealth Management Awards.

Find out more about:

  • How to reduce your inheritance tax liability
  • How to maximise your savings while minimising the loss of access to your investments
  • The importance of having an up-to-date Will
  • The benefits and drawbacks of using trusts
  • Using pensions to pass on wealth

Key take outs from this recording:

Learn how with effective estate planning, you can pass on your assets to your loved ones in a tax-efficient manner.

Our speakers

Ian Dyall

Ian Dyall

Head of Estate Planning

Nick Geere

Nick Geere

Managing PartnersFinancial planning

View profile

Disclaimer

The value of investments, and the income from them, may go down as well as up and investors may not get back the amount originally invested.

Rather speak to someone about your investments? Book a free coaching session 

There’s always more to learn about investing and managing your money. That’s why we offer all our customers free coaching online or over the phone with one of our qualified financial planners. No obligation, no catches.

Get insights and events via email

Receive the latest updates straight to your inbox.

By clicking the following button you are agreeing to our website conditions.

Speak to our experts

If you can't find the answer to your question, get in touch or we'll be happy to call you.

Call usCall us on 020 7189 9999
Tax year end checklist

Event

Tax year end checklist

It is a time of uncertainty across the tax landscape with sizeable implications for pensions from 6 April 2024 (including the increased pension allowance and lifetime allowance reform), cuts to National Insurance and the outcome of the next Spring Budget on 6 March still unknown.
11/03/2024 - 12:00-13:00 Webinar
Watch event
The Budget 2024. Your questions answered

Event

The Budget 2024. Your questions answered

In what is expected to be the final Budget before the general election, Chancellor Jeremy Hunt is hotly tipped to announce changes to inheritance tax, national insurance and stamp duty land tax. But what this all mean for you, your family and your business?
07/03/2024 - 12:00-13:00 Webinar
Watch event
Our top ISA ideas webinar

Event

Our top ISA ideas webinar

Tax Year End is almost upon us, so we’re sharing our top ideas to help those wanting to maximise their ISA allowance before it’s too late.
26/02/2024 - 12:00-12:45 Webinar
Watch event
What’s the smartest way to pass on your wealth?

Event

What’s the smartest way to pass on your wealth?

This webinar features Ian Dyall, Head of Estate Planning at Evelyn Partners who will discuss how with effective estate planning, you can reduce the amount of inheritance tax your loved ones will pay on the assets you pass on to them.
13/12/2023 - 10:00-11:00 Webinar
Watch event