Succession Planning

Event Details

Free


Date and Time

Tue, 12 October 2021

11:00 - 12:00


Location

Online Via Zoom

Event Details

Free


Date and Time

Tue, 12 October 2021

11:00 - 12:00


Location

Online Via Zoom

Event details
+

IOB welcomes Orla Schofield to examine how an individual can structure their assets now in order to minimise legal and taxation complications and costs on their death.

Using capital acquisition tax thresholds and exemptions and noting the pitfalls to avoid, careful planning can be a substantial gift for their beneficiaries.

The event will be held over Zoom. Please ensure you have access to Zoom in advance of the event taking place. Zoom is available on all PCs, laptops, tablets and Apple or Android devices. The link to join the event will be emailed to registered members on the day of the event.

The registration for the event will close once we reach capacity or at 2pm the day before the event. 

There is 1 CPD hour for the following designations:

MCC – Life Assurance

LCOI

Chartered Banker

Orla Schofield, MSc, CFP®, FLIA, QFA

Schofield Financial & Accounting Services Ltd.

Orla Schofield has worked in various areas of the banking and Life Assurance Industries and is currently a Financial Advisor and Director of Schofield Financial and Accounting Services Ltd.

Orla is also involved in authoring and examination of part of the IOB’s QFA programme.

Orla Schofield, MSc, CFP®, FLIA, QFA