Arken Update
Webinar – Reducing the size of the taxable estate
Exploring Pension Death Benefit Trusts, Alternative Investment Market (AIM) shares, gifting strategies and more
18/09/2024, 10am
In this webinar, we tell the tale of Clark and Vivian, who made DIY Wills and Lasting Powers of Attorney. When tragedy struck their children were left with a big inheritance tax bill. We explore what they could have done to avoid this.
This webinar will showcase the following in Arken:
- Drafting a Will in Arken Professional
- Drafting a Health and Welfare LPA in Arken Professional and the strategy behind these
- Pension Death Benefit Trust in Arken Lifetime
- Leaving business interests in Arken to take advantage of Business Property Relief (BPR)
- Dealing with Potentially Exempt Transfers (PETs)
- Making gifts to charity
Interview – How sports and endurance training can help us at work – Women in Wills Interview Series
03.10.2024, 11am
In this special interview, we’ll sit down with two incredible women who are not only passionate about endurance sports but have also harnessed the lessons from them to excel in life and work. We’ll dive into how the discipline, resilience, and mindset they’ve developed through their training can be applied to overcoming challenges in the workplace.
Whether you’re a runner, a career-driven woman, or simply looking for motivation to tackle your goals, this conversation will be worth a listen. Don’t miss out on this opportunity to learn how the power of sport can help you reach your fullest potential.
Blog – 6 Tips on Incorporating Philanthropy and Ethical Investing into Estate Plans
In recent years, there has been a significant shift in how individuals approach their investments. According to Forbes, there has been a notable increase in ethical investing, and The Financial Times reports substantial growth in sustainable investment. Charitable gifting in Wills is also on the rise, driven not only by tax incentives but also by a growing awareness and emphasis on social responsibility and philanthropy.
As professional advisors, it’s essential to help clients align their estate plans with their values. Here are our top tips for incorporating philanthropy and ethical investing into estate plans.
Awards – We’ve been nominated for two British Wills and Probate Award
- Legal Supplier of the Year
- Best Place to Work
We are so grateful and look forward to catching up with you at the awards ceremony.
