In partnership with RBC Brewin Dolphin we are delighted to invite you to join the first in a series of events on succession planning.

Huge changes in Agricultural Property Relief and Business Property Relief may affect how you wish to pass on your assets.

RBC Brewin Dolphin Wealth Manger, Greg Tait will use case studies and real life examples to demonstrate the issues caused by these changes and, more importantly, the range of solutions available to you.

Join us for an interesting walk through.

Greg Tait - Wealth Manager

Greg joined RBC Brewin Dolphin Cardiff office in 2028. He helps private clients and families plan their financial goals.  His specialisms include cashflow forecasting and family law, including advising and helping solicitors to manage tricky financial issues such as divorce.

Greg co leads the office's development of Strategic Partnerships, working with professional connections across Wales.  He also shares his expertise on a regular podcast for Legal News Wales covering the importance of personal finances and benefits of financial planning.

To book please click on the button below the event link will be forwarded onto you closer to the date - contact details will be shared with our sponsor.

Any issues please call Sarah Davies, Events Manager on 07817 128277.