New Possibilities for Estate Planning

Woodfines Solicitors and Charles Stanley Stockbrokers and Wealth Managers joined forces last week (Thursday 23rd October) to hold a joint inheritance tax and financial planning seminar entitled ‘Estate Planning: New Possibilities’.

Inheritance tax has historically been associated with the wealthy, but in Cambridge the soaring value of property now leaves many vulnerable to this tax. The seminar therefore provided essential up to date information and guidance about ways to plan to mitigate this and reduce the potential worry for loved ones.

The event was attended by 100 delegates and took place against a backdrop of historic aircraft at the Imperial War Museum at Duxford.

Speaking were James Marsh and Karl Dembicki (Woodfines) with Sean O’Flanagan and Paul Barratt (Charles Stanley). The event was introduced and concluded by Alun Butler (Woodfines).


Topics included:

-       an update on the inheritance tax regime (including the new pension rules and their tax implications)

-       the importance of forward planning in preserving and protecting an estate

-       how an investment portfolio can reduce liability to inheritance tax

-       the relevance of lasting powers of attorney in estate planning.

The event was formally concluded with a question and answer session. Afterwards, delegates enjoyed delicious buffet lunch and were able to ask the experts further questions.

Estate Planning Seminar - Woodfines Solicitors

For further information on the topics discussed, or a copy of the slides, please contact James Marsh.