The topic of passing on wealth is often a very sensitive one, and one that can potentially lead to problems with wealth transfer if not handled delicately. That is probably one of the contributing reasons why Inheritance Tax receipts hit £5.4 billion last year (2018/19), and they are projected by the Office for Budget Responsibility (OBR) to carry on growing (to £6.3 billion within the next five years).

Join us for an evening seminar and hear from our panel of speakers who will be discussing passing on wealth and will be specifically addressing the practical and emotional challenges that high net worth individuals commonly face. We will also be sharing the findings from our latest research on passing on wealth, which many of our clients participated in.

When: Tuesday 8 October 2019

Where: London Stock Exchange. 10 Paternoster Square, London, EC4M 7LS. Click here for a map

Event agenda:

6.15pm – 7.00pm: Welcome drinks, canapés and networking

7.00pm – 7.15pm: Olly Cheng, Associate Director (chair), Saunderson House – Welcome and Introduction

7.15pm – 7.30pm: Simon Maule, Managing Director, Linstock Communications – Highlights from the research

7.30pm – 7.45pm:  Patricia Milner, Partner, Withers LLP – Technical update from a legal perspective

7.45pm – 8.00pm: Georgina Fry, Chartered Financial Planner, Saunderson House – “How do you know when you have enough?”

8.00pm – 8.30pm: Q&A and wrap-up

8.30pm – 9.00pm: Further drinks and networking

Please complete the details below to register for this event. Feel free to pass this invitation on to any friends or colleagues that may also be interested in the topic.


Seminar: Passing on Wealth

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