ACT Webinar - A smarter way to pass on your wealth

12:00 - 13:00, 13 July 2021

Safely pass on your assets to loved ones without the large inheritance tax bill.

This webinar featured Ian Dyall, Head of Estate Planning at Tilney, who discussed how estate planning can be used to pass on your assets to loved ones while reducing an inheritance tax bill. It covered:

  • a systematic approach to mitigating inheritance tax
  • how to maximise savings while minimising the loss of access to your investments
  • using wills to make the best use of the allowances available
  • the pros and cons of using trusts
  • using pensions to pass on wealth.

Issued by Tilney Financial Planning Limited, authorised and regulated by the Financial Conduct Authority. Advice in relation to Wills, trusts and inheritance tax planning is not regulated by the Financial Conduct Authority, however, the products used in relation to trusts and to mitigate tax may be regulated.

Ian has been recognised for his exceptional efforts and won the Outstanding Contribution award at the City of London Wealth Management Awards 2019.

Ian Dyall
Head of Estate Planning
Henrietta Grimston
Financial Planner


Naresh Aggarwal
Associate Director - Policy & Technical

This event has now passed

This webinar, in association with Tilney, took place on Tuesday 13 July, 12:00 - 13:00 BST.

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