Family wealth preservation; Pre-nups, post-nups and balls-ups!

17:45 - 19:30

This seminar is designed specifically for those who manage the wealth of clients and their families to help structure, preserve and protect their wealth in the long term.

The role of anybody managing family money involves identifying  a structure to manage assets, investments and expectations  effectively and beneficially whilst giving the family the level of flexibility and freedom required. Our seminar is designed to review potential areas of chaos, providing real life examples, and talk about the required planning that can be done to ensure clients don’t suffer huge tax liabilities in the event of:

  • Divorce
  • Separation
  • Family disputes and fall outs
  • Birth
  • A black sheep in the family
  • Death
  • Illness and incapacity
  • Changes in HMRC policy

Our seminar will be no longer than 45 minutes so that you have time afterwards to talk to our panel of experts, with drinks and canapes, to learn more  long term wealth preservation. To request more information about this event, please email Louis Stevenson on louis.stevenson@cbw.co.uk.