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.

Speaker: Richard Ollive

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

Speaker: Seamus King

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

Speaker: Magdelena Harding

Magdelena Harding is a Financial Consultant at Wesleyan Financial Services. She has a long history of working with dental professionals, providing tailored financial advice, and helping clients to achieve their dreams. She has been working in the financial world for over 15 years and covers the South West of England.

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This Continuing Professional Development (CPD) activity fully complies with the CPD requirements of the General Dental Council.

FMC certifies this activity for one hour of enhanced CPD in the subject of Estate planning made simple

This CPD meets the criteria for the GDC’s development outcome B.