The aim of the webinar is to improve the learners’ understanding of the key issues around estate planning and inheritance tax.*
Learning outcomes
- What is an estate planning strategy?
- What could happen?
- What is Inheritance Tax?
- What are your options?
- What else should be considered?
- Next steps.
*Inheritance tax planning is not regulated by the Financial Conduct Authority.
The speakers
Richard Ollive has been a specialist financial adviser at Wesleyan Financial Services for over five years, supporting dentists with their financial planning.
Seamus King has a wealth of knowledge and experience in dealing with both retail and commercial clients. This helps them to protect their personal and business interests whilst also helping them plan to achieve their future goals and aspirations.
Magdelena Harding has been a specialist financial adviser at Wesleyan Financial Services for over seven years, supporting dentists with their financial planning.
To register for this webinar, simply visit www.fmc-stage.thinkdemo.co.uk/webinar.
Catch up with previous On Demand webinars:
- Managing furcations in general practice
- Optimising profits with aligners
- Clinical Dentistry: Perfecting anterior porcelain veneers, crowns, and implants
- Digital growth webinar – the advanced digital TCO
- Handpiece decontamination – correct protocol and UK survey results.
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