With recent changes impacting estate planning, it is more important than ever to stay informed on the evolving inheritance tax rules and effective wealth protection strategies.
Rathbones Investment Management and BTO solicitors are working together to inform clients on rule changes and possible solutions.
We would be delighted if you could join us on 27th March for a lunch and learn session.
12:00 Welcome
12:30 Lunch served
13:30 Opening, Julie Smith, Rathbones
13:40 John Sherman, Rathbones
14:30 Euan Fleming, BTO Solicitors
15:00 Kirsty McGuinness, BTO Solicitors
15:30 Closing and Q&A, Julie Smith Rathbones
RSVP by emailing Diana McLeish at dml@bto.co.uk.
Date: Thursday 27 March 2025
Time: 12:00 - 15:30
Location: Citation, Glasgow
RSVP by emailing Diana McLeish at dml@bto.co.uk.
Speakers
Julie Smith, Rathbones
John Sherman, Rathbones
