Estate planning seminar – Waterton Park Hotel

  • Thursday 4 July at 11am - 2.00pm
  • Wakefield

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On 4 July we are holding an estate planning seminar at the Waterton Park Hotel in Wakefield. The seminar will feature Tilney’s Head of Estate Planning Ian Dyall, who will discuss how estate planning can be used to pass on your assets effectively while reducing an Inheritance Tax bill. You can enjoy the seminar and Ian’s expertise in the heart of Yorkshire, surrounded by the hotel’s own lake.

Ian was recently recognised for his exceptional efforts and won the Outstanding Contribution award at the City of London Wealth Management Awards. You can watch him in action here before the seminar. We would love you to join us!

At the seminar:

  • Listen to Ian Dyall discussing Inheritance Tax and estate planning
  • Find out about the importance of defining your goals and developing a plan
  • Develop your understanding of Tilney’s approach to Inheritance Tax planning
  • Hear how pensions can be used to pass on your wealth
  • Join in a lively Q&A session
  • Have lunch while chatting to our team and other guests

Speakers

Ian Gibson

Managing Partner
Ian Dyall

Ian Dyall

Head of Estate Planning

When

Thursday 4 July at 11am - 2.00pm

Where

Waterton Park Hotel, Walton, Wakefield, WF2 6PW

Location

ApiKey:

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