Bestinvest Logo
Learning
News & events

Passing on your wealth to adult children

Explore the different methods of passing on your money to your adult children.

14/09/2023 - 10:00-11:00
|Webinar event

Online

Passing on your wealth to adult children
Share on TwitterShare on Linkedin

Webinar details

In this webinar, hear Ian Dyall discuss the different methods of passing on your money to your adult children, the advantages and disadvantages, the treatment for tax purposes and how you can protect your assets from divorce or bankruptcy.

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:

  • The common reasons for making lifetime gifts
  • The rules and taxation on financial gifts
  • How to ensure that you don’t leave yourself financially vulnerable
  • The different options available when making gifts
  • The alternative to making financial gifts on your death

Key take outs from this event

Discover the options available to you when passing on your wealth and appreciate what considerations should be made when making these decisions.

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.

To view Zoom's privacy statement please click here 

Our speakers

Henrietta Grimston

Henrietta Grimston

Associate DirectorFinancial Planning, Evelyn Partners

Ian Dyall

Ian Dyall

Head of Estate PlanningFinancial Planning, Evelyn Partners

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 us

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.

Related Events

Is this the most important tax year ever?

Event

Is this the most important tax year ever?

With the UK tax burden set to rise to the highest level since the second world war and key allowances being frozen or cut, it is more important than ever to maximise your tax allowances while you can. After all you’ve worked hard for your money.
17/03/2023 - 10:00-11:00 Webinar
Watch event
Private Client Week - The megatrends shaping investment portfolios

Event

Private Client Week - The megatrends shaping investment portfolios

We are at an inflection point today. The relative macroeconomic stability of the Great Moderation – which spanned the past four decades from 1980 to 2020 – is over and the years ahead are set to look very different.
17/05/2023 - 10:00-11:00 Webinar
Watch event
Passing on your wealth to adult children

Event

Passing on your wealth to adult children

This recording explores the different methods of passing on your money to your adult children
13/04/2023 - 10:00-11:00 Webinar
Watch event
The tax landscape

Event

The tax landscape

Introducing our new series of tax webinars, which will focus on tax matters affecting individuals and trustees.
03/11/2022 - 13:00-14:00 Webinar
Watch event