Find out more about virtual attendence
Wesleyan are pleased to offer a series of short virtual webinars offering financial advice and support for whatever stage you’re at in life to help you plan for the future. With specialist experience of the health profession Wesleyan understand your career stages and can advise on savings and investments, the NHS pension scheme, and retirement.
This Free to Attend webinar is designed to improve your understanding of the key issues around estate planning and Inheritance Tax. The webinar is approximately 30 minutes long and you’ll have plenty of opportunity to ask questions.
Key areas covered include:
- What is an estate planning strategy?
- What could happen?
- What is Inheritance Tax ?
- What are your options?
- What else should be considered?
- Next steps
When signing up to view the webinar, you’ll be asked to share a few details so we can contact you, to offer a no-obligation financial review. Wesleyan Financial Services will only use the information provided to contact you in relation to this specific webinar.
Inheritance Tax planning is not regulated by the Financial Conduct Authority.
Please note: This event will close for bookings 24 hours before it is due to take place.
