Keeping it in the family – a guide to generational wealth planning

Jan 12, 2022

Whitley Stimpson in conjunction with Wise Investment are hosting a series of two webinars about a fictional family who find themselves with financial decisions to make.

About the webinars

The webinars will be held on Thursday 17th February and Thursday 3rd March, both taking place between 11:00 – 12:00.

Join our inheritance tax and financial planning experts as they take you on Angela’s financial planning journey*. As a recently widowed mother, and grandmother, she wants to ensure her grown up children and grandchildren are provided for in the event of her death, whilst generating an income for herself to live on, provide for her future, and manage her own tax position.

Webinar One – Thursday 17th February

In this webinar, we will cover the first part of Angela’s journey, looking at the options available to her to utilise her assets and generate sufficient income. We’ll highlight the tax position and cover any pitfalls she needs to watch out for – so you can make informed decisions about your own situation.

Webinar Two – Thursday 3rd March

In webinar two, we will cover the second part of Angela’s journey, focusing on looking after the finances of her children and grandchildren. We’ll look at tax efficient investments, making gifts to her family, and investing for future generations – so you can make informed decisions about your own situation.


Presented by Ian Parker ACA, Director at Whitley Stimpson and Angus Aston LLB, Director and Senior Financial Planner at Wise Investment.


You can book your free place on these webinars by following the links below. Please note, you need to register separately to attend and receive the login details for both webinars. 

Webinar One Booking Form

Webinar Two Booking Form

*To assist individuals considering IHT and estate planning, Angela’s family is a case study which has been collated from the real-life experiences of our presenters. Any resemblance to actual persons, living or dead, or actual events is purely coincidental.