The other half of the conversation

Inheritance tax planning is becoming more complex, and for families with significant wealth, the right answer isn't always found by looking at tax in isolation.

In this on-demand webinar, Chris Wilson, Head of Tax Advisory, and Dom Marley, Head of Wealth Management, bring both sides of the conversation together - using real client examples to show how different planning strategies can work in practice.

What you'll discover

• What the current inheritance tax landscape could mean for you and your family

• Real examples of how we've helped clients plan and protect their wealth

• How tax and wealth planning can work together to create more options

• Planning opportunities you may not have considered

Enter your details in the form below to watch our webinar on demand

Why watch?

Because looking at tax or wealth planning on its own can mean missing opportunities.

Chris and Dom work closely together to consider the wider picture - from tax and investments to business assets, property, pensions, trusts and succession.

You'll see how that combined approach has helped real clients in very different circumstances, and understand the types of opportunities that could be available to you.

This isn't about telling you what you should do. It's about helping you understand what's possible.

Who is it for?

This webinar is particularly relevant if you:

• Have significant personal or business wealth

• Own a family business or investment portfolio

• Are thinking about passing wealth to the next generation

• Have an existing estate plan that hasn't been reviewed recently

• Want to understand what options are available to you

Meet the team

If you've ever visited our offices, you'll know Chris and Dom are rarely far apart.

That's because the best inheritance tax planning doesn't stop at tax. Chris brings deep tax planning expertise, while Dom brings 25 years of wealth management experience - and they work together to consider how the two can work in combination.

Keep scrolling to learn more about how they can help your inheritance planning.

And, watch the webinar to hear their thinking, see the planning in practice and discover the other half of the conversation.

Chris Wilson
Head of Tax Advisory

Chris specialises in tax planning, helping our clients make the most of opportunities across their personal and business affairs. With a career spent working on complex transactions and structures, he brings deep experience in finding practical ways to manage tax and plan for the future.

Dom Marley
Head of Wealth Management

With 25 years' experience, Dom helps business owners, individuals and families make confident financial decisions. Dom understands the challenges ahead and believes the best advice brings together wealth management, tax planning and practical support.