Saunderson House Seminar.

Passing on Wealth: Addressing the Practical and Emotional Challenges.

The topic of passing on wealth is often a very sensitive one, and one that can potentially lead to problems with wealth transfer if not handled delicately. That is probably one of the contributing reasons why Inheritance Tax receipts hit £5.4 billion last year (2018/19), and they are projected by the Office for Budget Responsibility (OBR) to carry on growing (to £6.3 billion within the next five years).

Circle Sq. members have been invited by the team at our partner, Saunderson House, to an evening seminar where we will hear from their panel of speakers who will be discussing the often difficult subject of passing on wealth. They will be addressing the practical and emotional challenges that individuals with wealth to pass on commonly face. Saunderson House will also be sharing the findings from their latest research on passing on wealth, which many of their clients participated in.

The last event was booked out within 24 hours. Don’t miss it this time around. Please register directly with Saunderson House by clicking on the “Register” button below to send an email to the Saunderson House Events Team.

Event Agenda:

6.15pm 7.00pm: Welcome drinks, canapés and networking
7.00pm 7.15pm: Olly Cheng, Associate Director (chair), Saunderson House – Welcome
7.15pm 7.30pm: Simon Maule, Managing Director, Linstock Communications – Highlights from the research
7.30pm 7.45pm: Tim Snaith, Partner, Winckworth Sherwood – Technical update from a legal perspective
7.45pm 8.00pm: Georgina Fry, Chartered Financial Planner, Saunderson House – “How do you know when you have enough”
8.00pm 8.30pm: Q&A and wrap-up
8.30pm 9.00pm: Further drinks and networking


DATE:    Wednesday 30 October 2019
TIME:     6.15 – 9.00pm
VENUE: London Stock Exchange, 10 Paternoster Square, London, EC4M 7LS