Available on demand
Closing the gaps - IHT and Estate Planning |
September 2024
1 hour
Watch on demand
Watch our webinar in which we explore the imminent Great Wealth Transfer and the five critical gaps that could hinder the seamless transfer of £5.5 trillion in assets to the next generation.
Hosted by Eliot Kaye, Director of Puma Investments featuring special guest speakers.
What's covered:
- The scale of the Great Wealth Transfer and the £5.5 trillion set to pass to the next generation
- The key IHT and estate planning gaps identified by advisers and investors
- What providers and advisers can do now to close these gaps and improve client outcomes
This webinar is for investment professionals only.
The webinar is being hosted to facilitate discussion, it is not intended to provide professional guidance or offer personal recommendations. Opinions expressed by the speakers do not necessarily represent the opinions of Puma Investments.
Risk factors
An investment with Puma Investments carries risks.
Past performance is no indication of future results and share prices and their values can go down as well as up. Minimum returns are not guaranteed. An investment with Puma Investments can be viewed as high risk. Investors' capital may be at risk and investors may get back less than their original investment. Tax reliefs depend on individuals' personal circumstances, minimum holding periods and may be subject to change. Some investments should be regarded as illiquid and it may prove difficult for investors to realise immediately or in full the proceeds.