PASSING ON YOUR WEALTH

Tax, Trusts and Deeds of Variation

  • 18 March 2021
  • 1 hour viewing time

Watch our webinar covering all things Tax, Trusts and Deeds of Variation. Hear from our guest speakers: Martin Portnoy, Partner within the Private Client Services division of Ernst & Young discusses the tax landscape following the recent budget. Whilst, Jim Turner, Trust Specialist at Lloyds Banking Group provides an overview of trusts and deeds of variation.

Our recent Family and Finances Report found that 65% of those over the age of 60 plan to pass on their wealth to their children or grandchildren after they die, and a further 17% plan to share their wealth during their lifetime. With mounting education costs and house prices, helping your grandchildren could be rewarding in more ways than one.

Download our Family and Finances report

Important information

Any views expressed are our in-house views as at the time of publishing.

This content may not be used, copied, quoted, circulated or otherwise disclosed (in whole or in part) without our prior written consent.

Fees and charges apply at Schroders Personal Wealth.

In preparing this article we may have used third party sources which we believe to be true and accurate as at the date of writing. However, we can give no assurances or warranty regarding the accuracy, currency or applicability of any of the content in relation to specific situations and particular circumstances.

Let's start with a free initial consultation

We'll begin with a free, no obligation conversation to understand if our service is right for you. There are no hidden fees or charges, and you’ll only pay if you choose to go ahead with the recommendations in your personalised financial plan.

Tap into some of the finest minds in the business

Want to keep up to date with topics that could impact your finances? Sign up to receive our regular informative and insightful updates to help you better understand the financial landscape. You will also receive invites to exclusive virtual and face-to-face events.

This site is protected by reCAPTCHA and the Google privacy policy and terms of service apply.

Read our latest financial insights