DRAGON ARGENT | Specialist business advisor, accountants and lawyers for Founders, Startups & SMEs

View Original

Recorded Webinar 1: An Introduction to Private Client Law: Navigating Wills, Trusts, Estate Planning, and Inheritance Tax

In an era marked by evolving legal landscapes and complex family dynamics, understanding the intricacies of estate planning has never been more crucial. Partner and Head of Private Client James McMullan from RIAA Barker Gillette UK, presents an insightful webinar on wills, trusts, estate planning and inheritance tax.

James not only answers some fundamental questions, but he provides practical insights to empower you to make informed decisions about your future and the legacy you leave behind.

Who is it for:

Middle-income families and individuals, HNWIs and company directors/shareholders.

Do the Intestacy Rules of England and Wales apply to you?

If you die without a Will, your estate is distributed under the Intestacy Rules. However, the Rules may not distribute your estate as you hoped. Click the link below to find out if and how the Intestacy Rules apply to you. 

Date: Friday 19th of January 2024 between 11:00 - 12:00

Agenda

  • Why have a will: the intestacy rules and common pitfalls

  • Estate planning opportunities

  • Types of will

  • Things to think about when making a will

  • Will disputes

  • Once you have a will in place, what then?

  • Live Q&A

Guest Speaker

James McMullan | Partner & Head of Private Client at RIAA Barker Gillette UK

Moderator

Cacy Neilson | Head of Employment & Immigration at Dragon Argent