Estate planning made simple

Join Seamus King, Magdelena Harding and Richard Ollive on Tuesday 1 November at 7pm as they discuss estate planning made simple. 

The aim of the webinar is to improve the learners’ understanding of the key issues around estate planning and inheritance tax.*

Learning outcomes

  • What is an estate planning strategy?
  • What could happen?
  • What is Inheritance Tax?
  • What are your options?
  • What else should be considered?
  • Next steps.

*Inheritance tax planning is not regulated by the Financial Conduct Authority.

The speakers

Richard Ollive has been a specialist financial adviser at Wesleyan Financial Services for over five years, supporting dentists with their financial planning.

Seamus King has a wealth of knowledge and experience in dealing with both retail and commercial clients. This helps them to protect their personal and business interests whilst also helping them plan to achieve their future goals and aspirations.

Magdelena Harding has been a specialist financial adviser at Wesleyan Financial Services for over seven years, supporting dentists with their financial planning.

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