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Type
Webinar

Switch on to gifting money

Event organised by ICE

Date
23 March 2022
Time
12:30 - 13:00 GMT
Location
Online

This event has now ended

You can catch-up on details or any broadcast and downloads here.

Overview

Making a money gift to our family and friends can be a good way to reduce the value of your estate for Inheritance Tax purposes. It also positively impacts your benefactors immediately! What’s not to love?

During this webinar, delegates will explore:

  • How much can be given to loved ones tax-free
  • Where to invest
  • Making the most of tax allowances
  • Options for writing your will

Futher links

More topics can be found here.

Visit the webinar archive at your leisure.

Online

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Programme

12:30 - 12:35

Introduction from Sarah Parker, Casework and Communications Executive, ICE Ben Fund

12:35 - 12:55

Presentation from Sarah Steel, Director, Better with Money

12:55 - 13:00

Q&A, Sarah Steel, facilitated by Sarah Parker, ICE Ben Fund

Speakers

Sarah Steel

Sarah Steel

Better with Money

director

Read more

Sarah Steel

An experienced financial professional, qualified coach and Fellow of the Pension Management Institute, Sarah has been helping people to be confident about their finances for over twenty years.

Sarah is the owner of “Better with Money” which was set up to reduce financial misery and confusion in the UK. Her aim is to bring money matters to life in an accessible and interesting way, helping you to think clearly about money and inspire action around your finances.