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Buckingham Gate - IHT Efficient Investment Webinar
In this webinar, Estate Planning expert Matthew Smith will walk you through the various investment strategies that can be used to minimise your IHT liability and improve returns. These investments often carry other attractive tax advantages which will also be explained.

During these unusual times, many people are taking the opportunity to review and organise their finances. Matthew will walk you through the 5 steps you should take to ensure that your investments are well placed and that your estate is protected.

Jul 30, 2020 10:00 AM in London

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Speakers

Matthew Smith MSc CFP MSCI FPFS IMC
Managing Director | Chartered Financial Planner | Chartered Wealth Manager | Certified Financial Planner
Matthew Smith is the Managing Director of Buckingham Gate Chartered Financial Planners, a Financial Planning practice with specialist expertise in estate planning, retirement planning and investment management. Matthew works with clients to reduce their Inheritance Tax liabilities, help them retire years early and make the most of their investment portfolios. Matthew holds a Masters (MSc) in Financial Planning, is a Chartered Financial Planner, Certified Financial Planner and Chartered Wealth Manager as well as being an affiliate member of STEP (The Society of Trust & Estate Practitioners). Matthew has presented to 1,000’s of people on Inheritance Tax planning at his monthly seminars and works with some of the countries wealthiest people on a day to day basis. Matthew has been featured in the The Times, The Telegraph, The Financial Times and has spoken on BBC Radio 5 Live.