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Webinar: Inheritance Tax & Investment Planning


May 25
11:00 am - 12:00 pm


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May 25 @ 11:00 am - 12:00 pm

In this webinar, Lucy Crow & Edward Marriage from our tax team will be joining up with our colleague Jonathan McDowall from MHA Henderson Loggie Financial Planning, to discuss Inheritance Tax and investment planning. Lucy & Edward will be looking at how both family investment companies and trusts can be used in Inheritance Tax planning and comparing the pros, cons and differing tax treatment of each. We will discuss how you select which one is right for your family and whether they be used together. To follow on from our discussion of the use of Family Investment Companies and Trusts as part of IHT planning, Jonathan will highlight the investments that can be used within each of these solutions and the considerations to be aware of when selecting appropriate investments for each solution. Towards the end of the webinar, our speakers will be joined by Dawn MacDougall, Director in our Owner Managed Business team, for a live Q&A session. You will have the opportunity to submit your questions during the webinar, or you can send these in advance by using the form below. What will be covered? • The use of family investments companies in Inheritance Tax planning – Edward Marriage • The use of trusts in Inheritance Tax planning – Lucy Crow • Selecting effective investments to use within IHT planning solutions – Jonathan McDowall • Live Q&A session with Dawn MacDougall We hope you can join us then.

Key Contacts

Lucy Crow

Senior Manager

Jonathan McDowall

Financial Planning Consultant

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