Finance Parents Forum

What price an education? Grandparents, Tax & Equity Release

30 June 2020, 10:30 AM - 11:30 AM

David Quintrell & James Alder of Brewin Dolphin & David Forsdyke of Knight Frank Finance discussed:

  • Inheritance tax and surplus income
  • Clarity on gifts 
  • Potentially Exempt Transfers & Chargeable Lifetime Transfers
  • Loans to parents
  • Property & planning

Further Information

BD2165_School_Fees.pdf
Popular 174.16 KB
04/09/2020 17:41:40
BD2336_Family_Wealth_Report.pdf
Popular 13.9 MB
04/09/2020 17:41:40
Equity_Release_in_School_Fees_Planning-Knight-Frank.pdf
Popular 1.01 MB
04/09/2020 17:41:40

Our Panel


David Forsdyke
Equity Release
Knight Frank Finance
David Quintrell
Director
Brewin Dolphin
James Alder
Director
Brewin Dolphin