{"id":37166,"date":"2024-03-25T11:07:26","date_gmt":"2024-03-25T11:07:26","guid":{"rendered":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/?p=37166"},"modified":"2026-05-26T18:32:22","modified_gmt":"2026-05-26T18:32:22","slug":"webinar-how-to-leave-a-tax-efficient-legacy","status":"publish","type":"post","link":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/insights\/webinar-how-to-leave-a-tax-efficient-legacy","title":{"rendered":"Webinar: How to leave a tax-efficient legacy"},"content":{"rendered":"\n
\n
\"\"<\/td>Originally broadcast: Tuesday 24 June<\/strong><\/td><\/tr>
\"\"<\/td>Duration: 30 mins<\/strong><\/td><\/tr>
\"\"<\/td>Location: Online<\/strong><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

Inheritance tax (IHT) receipts have hit a record high of \u00a38.2 billion and are set to rise even further.\u00b9 Changes to pension rules are also planned for 2027 resulting in most pensions being included in the value of an individual\u2019s estate.<\/p>\n\n\n\n

This makes it a good time to review your financial plans and help secure your family\u2019s financial future. In our webinar we cover essential topics including:<\/p>\n\n\n\n

    \n
  • What is IHT?<\/li>\n\n\n\n
  • How legacy planning can help<\/li>\n\n\n\n
  • Giving lump sums of money tax-efficiently<\/li>\n\n\n\n
  • Making regular gifts out of income<\/li>\n\n\n\n
  • The role of trusts and pensions in estate planning<\/li>\n\n\n\n
  • Changes to Business Relief<\/li>\n<\/ul>\n\n\n\n

    Take control of your estate planning and gain peace of mind that your loved ones will be more financially secure \u2013 download our webinar today.<\/p>\n\n\n\n

    Hosts: Michelle Holgate and Michelle Harvey<\/strong><\/p>\n\n\n\n

    \"Michelle<\/figure>\n\n\n\n

    Michelle Holgate<\/strong><\/p>\n\n\n\n

    Michelle has 20 years\u2019 experience specialising in providing financial advice on IHT planning, pensions, investments, and trusts to high-net-worth clients across the UK. She\u2019s passionate about increasing the understanding of financial planning and a number of her articles can be found in both the national and local media covering IHT, financial planning opportunities and charitable giving.<\/p>\n\n\n\n

    \"Michelle<\/figure>\n\n\n\n

    Michelle Harvey<\/strong><\/p>\n\n\n\n

    Michelle joined RBC Brewin Dolphin in 2017 as a Financial Planner and specialises in complex wealth planning for private clients and their families. She\u2019s a Certified Financial Planner, a Chartered Financial Planner and Fellow of the Personal Finance Society and has spent over 10 years advising high-net-worth clients on wealth management, retirement planning, estate and trust planning.<\/p>\n\n\n\n

    The value of investments, and any income from them, can fall and you may get back less than you invested. This does not constitute tax or legal advice. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. You should always check the tax implications with an accountant or tax specialist. Information is provided only as an example and is not a recommendation to pursue a particular strategy.<\/strong><\/p>\n\n\n\n

    <\/p>\n\n\n\n

    Watch the recording<\/h2>\n\n\n\n

    Complete the form below to receive the recording.<\/p>\n\n\n\n\t\t\t

    <\/div>\n\n\t\t\t\t\t\t\t\t
    <\/form>\n\t\t\t\t\t<\/div><\/div><\/div><\/section>\n","protected":false},"excerpt":{"rendered":"

    An expert discussion on passing on your wealth tax efficiently and navigating the key considerations of legacy and estate planning.<\/p>\n","protected":false},"author":97,"featured_media":42817,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"templates\/guide.php","format":"standard","meta":{"_acf_changed":false,"rbcwm_post_date":"2024-01-02T10:58:23","editor_notices":[],"rbc_url_alias":"","rbcbd_featured_desktop_image_position":"","rbcbd_featured_mobile_image_position":"","footnotes":"","jetpack_post_was_ever_published":false},"categories":[281],"tags":[],"rbcwm_content_owner":[],"rbcwm_need":[770],"rbcwm_segment":[792,772],"rbcwm_solution":[758],"rbcwm_topic":[120],"rbcwm_channel":[99,782,781],"rbcwm_format":[788],"class_list":["post-37166","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-legacy","rbcwm_need-live-well","rbcwm_segment-corporate-executives","rbcwm_segment-individuals","rbcwm_solution-wealth-planning","rbcwm_topic-inheritance-and-estate-planning","rbcwm_channel-private-clients","rbcwm_channel-professional-partners","rbcwm_channel-uk-individual","rbcwm_format-webinar"],"acf":{"rbc_ct_service":"","rbc_ct_theme":false,"rbc_ct_topic":false,"rbcwm_subtitle":"Legacy planning can seem complex and overwhelming. Learn how to pass on your wealth as tax efficiently as possible by watching our webinar with wealth management specialists, Michelle Holgate and Michelle Harvey.","rbcwm_post_author":"","rbcwm_custom_breadcrumb_text":"","rbcwm_custom_breadcrumb_link_url":"","rbcwm_disclaimers":{"add_disclosures":"","perspective_disclaimer":"","expandable":"","omit_from_pages":"","disclaimer_footnote":""},"rbcwm_insight_cta_id":"","rbcwm_pagination":{"next_link":"","next_link_text":"Next article","previous_link":"","previous_link_text":"Previous article"},"rbcwm_video_duration":"","article_time":"","rbcwm_enable_toc":false},"yoast_head":"\nWebinar: How to leave a tax-efficient legacy – RBC Wealth Management United Kingdom<\/title>\n<meta name=\"description\" content=\"In this webinar, Lee Clark, our financial planning expert, discusses how to make a difference to the lives of the next generation through tax-efficient gifting, trusts and estate planning.\" \/>\n<meta name=\"robots\" content=\"index, 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