Join our free informative webinar where we will discuss the topic of intergenerational wealth, inheritance tax and other areas of financial planning that need to be considered when passing wealth within families. Our hosts for this event are our Chartered Financial Planners Malcolm Steel and Graeme McInally. This webinar is taking place on Monday 7th August 2023 from 12.30pm to 1.30pm.

Malcolm is our Client Strategy Director and is responsible for shaping the long-term client advice strategy for Mearns & Company. He is a qualified Chartered Financial Planner and Fellow of the Personal Finance Society. He is also a member of the Society of Trust and Estate Practitioners (STEP).

Graeme is our Financial Planning Director and is also a qualified Chartered Financial Planner and Fellow of the Personal Finance Society (FPFS), he leads our Private Client Planning team.

You can register for this event here