Harnessing your financial power – Protecting your legacy

Tuesday 17 September 2024 12:00 PM - 1:00 PM

Webinar

Registration Deadline: 15 September 2024

Harnessing your financial power – Protecting your legacy

All event fees are listed net of VAT.

Join us for the third online session of the ‘financial owner series’ where we will cover Inheritance Tax.

When you’ve worked hard to build a life for yourself, your family and those who matter most, it’s important to protect it, so that your legacy can live on after you're gone.

In this virtual session hosted by Independent Financial Advice Firm Independent Women, we will look at how you can manage your Inheritance Tax liability and ways in which to protect your assets, estate and legacy from a large tax bill on death.

This event is hosted by Independent Women - a national IFA specialising in wealth management for women. Independent Women look at money through a female lens, in unique and creative ways, to provide an extraordinary financial planning, tax and investment experience.

Speakers  

Alexandra Llewellyn  

CHARTERED FINANCIAL PLANNER 

Alexandra works closely with clients to create robust financial plans, tailored to their goals over the short, medium and long-term. Alexandra specialises in investment planning, retirement planning, tax mitigation, trust and estate planning, and advising on personal and business protection requirements to ensure her clients’ financial plans are robust.  

Lindsay Docherty 

FINANCIAL PLANNER 

Lindsey builds long-term, meaningful relationships with my clients, helping them identify goals and aspirations and creating bespoke, flexible plans to enable them and their family to achieve them. Lindsey supports clients at every stage in their financial journey, from investments and wealth management, through to protection and retirement planning.  

Independent Women is a trading name of Forvis Mazars Financial Planning Ltd. Forvis Mazars Financial Planning Limited Forvis Mazars Financial Planning Ltd is registered in England and Wales No 3172233 with its registered office at 30 Old Bailey, London EC4M 7AU. Forvis Mazars Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. Forvis Mazars Financial Planning Ltd is a wholly owned subsidiary of Forvis Mazars LLP, the UK firm of Forvis Mazars Global, a leading global professional services network. 

Registration Deadline: 15 September 2024

Event Contact: Events Team

Harnessing your financial power – Protecting your legacy

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