As well as offering the opportunity to ask your burning questions, the webinar will cover key considerations and practical solutions when it comes to APR and wealth protection, including:

• Upcoming changes to available relief
• Wills and estate planning
• Implications of pension changes
• Business valuation and Inheritance Tax liability
• Capital Gains Tax
• Lifetime gifting and Trusts

Speaker bios

Nick O’Sullivan, Partner at Darwin Gray LLP

Nick is a specialist private client solicitor with over 15 years of experience dealing with a wide range of matters relating to Wills, Probate/Estate Administration, Trusts, Powers of Attorney and the Court of Protection. He has particular experience in relation to complex matters, advising clients with significant assets and those with complicated family, financial and business circumstances, often with a view to identifying, and planning to deal with, potential Inheritance Tax liabilities.

Greg Tait, Assistant Director & Financial Advisor at RBC Brewin Dolphin

Greg helps private clients and families plan for their financial goals. He is proud of his ability to engage with clients and allow them to fully express what they want out of life, formulating a financial plan to match. His specialisms include cashflow forecasting, planning for retirement and working with solicitors and accountants on tricky financial issues such as succession planning.

Greg works with a number of farming clients, for whom succession planning has always been very important.

Event details

Date: Wednesday 30 April 2025

Time: 12pm-12:45pm

Online: You will receive the relevant joining details and links ahead of the webinar

Book here for free.