Cascading wealth – opportunities to explore

Session: 17 May 2018 

On this webinar, Stan Russell, Senior Business Development Manager will begin by looking at the IHT implications if a client makes a transfer and dies within two years. George Pullar, Business Development Manager will then go on to look at some of the key challenges faced when moving  into decumulation and looking to support a sustainable income and the use of ISAs as part of the key strategy. 

Presenters: George Pullar, Business Development Manager
                     Stan Russell, Senior Business Development Manager

Duration: 60 minutes

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