Glasgow inter-generational planning seminar (morning)

  • Thursday Morning 15 March 2018 at 11.00am
  • Glasgow

Like many people, you may want to pass on your wealth to the next generation. Inter-generational planning involves working with your family to find a successful way to pass on your money that avoids pitfalls and minimises the burden of Inheritance Tax.

If you want to know more about how we can work with your family, join us on 15 March at 11am for an intergenerational planning seminar at 200 SVS in Glasgow – Scotland’s business capital.

At the seminar:

  • We will discuss the demographics in the UK and the scale of the potential wealth which will be transferred over the next few decades
  • You will hear about how families can maximise these opportunities and manage the risks
  • We will look at where we think markets might be headed over the remainder of the year and beyond, and how our financial planners and investment managers can work together for you
  • There will be a Q&A session with our experts
  • A buffet lunch will follow the session


Thursday Morning 15 March 2018 at 11.00am


200 SVS, 200 St Vincent Street, Glasgow, Scotland, G2 5RQ



Advice in relation to Inheritance Tax planning is not regulated by the Financial Conduct Authority, however the products to mitigate tax may be regulated.