Free Webinar with Fraser and Fraser
Planning for the changing IHT landscape
Matt has been at RBC Brewin Dolphin since 2022 and is a Chartered Financial Planner. He works with high-net-worth individuals consisting of entrepreneurs, business owners, professional partners and their families.
He enjoys providing a relationship-centric service to clients and their families on the various stages of their ‘wealth journey’ via creation, accumulation or distribution phase and the challenges that arise on the way.
Matt’s career in wealth management started in 2021 after leaving Ernst & Young and his career in accounting. Since then, he has worked for Succession Wealth and now at RBC Brewin Dolphin where he has become a Chartered Financial Planner.
Wednesday 12 March 2025 | 10:30 AM GMT
About The Webinar
During this webinar, Matt will explore Planning for the changing IHT landscape.
With pensions being included in your estate for IHT purposes in 2027, as well as changes announced to BPR, I will be discussing alternative IHT strategies.
Webinar Presenters
Ceyda Baser
Presenter
John Martin
Presenter
Matt Haig
Presenter