Description
This session will cover key areas of estate planning where solicitors and financial planners work closely together. Topics will include inheritance tax mitigation strategies, long-term care considerations including funding options and limits, and broader estate planning principles. The session will also explore personal injury trusts, including when they are appropriate, the benefits they provide to clients, and the options available once funds are established within the trust.
This session will be delivered by Andrew McColl and Ryan Crozier, Financial Planners with Law Society (NI) Financial Advice, which has been helping solicitors, their clients and families for more than 30 years. They work closely with the legal community and specialise in estate planning and personal injury trusts.
