Protecting your Wealth

Proper planning can help preserve your wealth for the next generation.

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Join us as we learn strategies for protecting your wealth including basic wills and trusts, and structuring ownership of property. Inheritance tax can reduce the amount of wealth you pass to your children or other survivors. We'll review ways to be tax efficient with your savings and investments.This session will include information and resources specific to the United Kingdom. This session is intended specifically for Origin's members residing in the United Kingdom.