We’re delighted to invite you to the first in our series of easy-to-understand webinars. The webinars are part of our commitment to ensuring the financial welfare of those we work with, and aims to demystify a range of complex subjects including estate planning, tax-efficiency, investing and financial planning.
In our first webinar, AFH experts will reveal how wills and trusts can:
- speed up the process of passing your estate to loved ones
- ensure their future financial security
- reduce your estate’s exposure to Inheritance Tax
- benefit everyone, regardless of wealth
- ensure your wealth remains with those you choose.
Mark Foster has an extensive career in broadcasting, corporate communications and education. After leaving university, Mark began a career in journalism which culminated in the post of a BBC Business Correspondent. In 2004, he left the corporation...
Austin has been with AFH since 2007 and has more than 20 years of experience as a Financial Adviser. As the Chief Advice Officer, his responsibilities include the strategic development of the quality and direction of financial planning and...
Malcolm has nearly 20 years’ experience of supporting the clients of Independent Financial Advisers with a broad range of estate planning and trust solutions that aim to protect assets through intergenerational wealth transfers. He works closely...