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:
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 is the leading Advice Policy Manager for Estate Planning at Tilney. Professionally esteemed in his field both with advisers and clients, Ian is the key spokesperson on estate planning and inheritance tax mitigation. Having been in the industry for over 30 years, Ian has a broad range of experience, but he has spent the majority of his time specialising in estate planning. He is currently responsible for creating and implementing Tilney's advice policy for estate planning and trust-related advice, and developing the technical expertise of Tilney's advisers. Ian is a Fellow of the Personal Finance Society, a Chartered Financial Adviser, and a STEP Trust and Estate Practitioner (TEP). In 2019, Ian was recognised with an "Outstanding Contribution to Estate Planning" award at the City of London Wealth Management Awards (COLWMA).
Henrietta is a Financial Planner at Tilney. She has been advising private clients for 14 years and works with clients across all stages of their financial planning journey.
She is passionate about helping client’s engage with their finances and enjoys breaking down complex matters into clear and easy-to-understand advice.
Henrietta is both a Chartered Financial Planner and Chartered Wealth Manager, and is a Fellow of the Chartered Institute of Securities and Investments (CISI).
Moderator:
Naresh has spent 30 years in a variety of treasury roles spanning industry and advisory firms. At PwC he was the UK Lead for Cash Management and Payments where he helped lead the firm’s work on payments, Brexit, treasury controls, Blockchain, operational resilience and target operating model design and implementation. He won an Innovation award for his proposition around mobile payments. Prior to PwC, Naresh spent almost 20 years in industry across a range of organisations including BP, Heron Property, Cable and Wireless and Fujitsu taking on roles such as analyst, dealer and treasurer.
This webinar, in association with Tilney, took place on Tuesday 13 July, 12:00 - 13:00 BST.
