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

Our Panel


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