Harnessing your financial power 5 – Protecting Your Legacy

Wednesday 18 June 2025 12:00 PM - 1:00 PM

WEBINAR

Registration Deadline: 17 June 2025

Harnessing your financial power 5 – Protecting Your Legacy

All event fees are listed net of VAT.

Join us for the fifth online session of the ‘harnessing your financial power’ 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.

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.

Laura Salter: Laura is a Director and Chartered Financial Planner at Mazars LLP, responsible for leading the Birmingham Financial Planning team and for a wide range of Midlands-based clients. Laura specialises in building bespoke and holistic financial plans to help individuals achieve their short-term and long-term personal and financial objectives.

She has extensive experience in advising owner-managers and senior executives in businesses where personal financial planning, business planning, succession planning and inter-generational issues are interlinked. Her expertise includes retirement planning, tax mitigation and Inheritance Tax, investment planning and financial protection planning. She is well versed in the utilisation of cashflow modelling software to help clients to visualise different planning outcomes over time.

Other sessions in the series include:

Session2: Understanding Your Blind Spots

Session 3: Financial Planning in the New Tax Year

Session 4: Planning Your Dream Retirement

Registration Deadline: 17 June 2025

Event Contact: Events Team

Harnessing your financial power 5 – Protecting Your Legacy

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