Discover how to keep your Wealth in the Family

| March 22, 2016

Keeping Wealth in the Family – Trusts & Tax Efficient Inheritance Planning

Affinity Legacy Planning LLP, a specialist tax efficient inheritance planning company is holding an important meeting for African and Caribbean nationals in the United Kingdom to learn about inter-generational wealth planning and what steps families need to take to ensure the wealth they have accumulated stays in their family.

The presentation will cover all forms of Trust, such as; What is a Trust? What is the purpose of a Trust? and how Property Trusts, Family Trusts, Pension Trusts, Child Trusts, Discretionary Trusts and other legal instruments and inheritance planning tools and strategies can help you pass family wealth down your bloodline from generation to generation.

Attentive guests at Affinity Legacy executive, Sean Freckleton addressing audience. Photo courtesy CaribDirect

Affinity Legacy executive, Sean Freckleton addressing audience. Photo courtesy CaribDirect


  • The difference between a firm of high street solicitors and Affinity Legacy Planning – a Tax efficient inheritance planning company
  • The Regulators and Governing bodies overseeing Trust Law
  • The legal purpose of Will – The danger of low cost budget Wills and why a Will on its own is never enough
  • The commonly used Trusts and their main purpose
  • How Trusts & Tax efficient inheritance planning can mitigate Inheritance Tax (IHT), prevent dispute and protect wealth against divorce, sideways disinheritance, bankruptcy & long term care fees
  • The difference between Executors and Trustees and their respective roles and responsibility
  • How Trusts are controlled and governed
  • Important allowances and tax thresholds and exemptions set by the Government and why signing your property over to your children (also known as Gifting) can have serious repercussions
  • The meaning of probate and it’s perils
  • How to reduce the expense and stress of probate and funding a funeral
  • The importance of Lasting Power of Attorney (LPA) and the different types of LPA.

When Saturday, 26 March 2016 from 16:00 to 18:30 (GMT) – Add to Calendar Where Park View Academy School – West Green Road, London N15 3RB, United Kingdom – View Map.

Presented by: Sean Freckleton, Partner at Affinity Legacy Planning LLP, Specialising in: Trusts, Wills, Pensions and Tax Efficient Inter-generational Inheritance Planning.

Attentive guests at Affinity Legacy meeting 2015. Photo courtesy CaribDirect

Attentive guests at Affinity Legacy meeting 2015. Photo courtesy CaribDirect


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Seminar & Workshop Testimonials

A Sample of Testimonials from recent seminars and workshops:

“The information I gained this evening is invaluable. I’ve been looking for this type of service for a long time and I have finally found it.” Mr L. Campbell.

“It’s a valuable seminar for anyone who is serious about leaving a lasting legacy.”  C. Morgan

“The company’s expertise in this matter certainly came through in the presentation which was well delivered and easy to follow.” Mr N. Warren

“I’m so glad we came. My sister and I have been trying to get our mother to address these matters for such a long time and now she has heard it for herself, we are finally getting things sorted.”  Ms R. Martin-Shepherd.

“Excellent and effective presentation with current examples that really reinforced the importance of professional inheritance planning.” Mr P. Smyth

“Affinity really make estate planning easy and straight forward.” S. Masood, Independent Financial Advisor

“We had no idea how much tax we would need to pay if one of us passed away. We’re so glad we came and we can’t wait to get our Trusts in place.” Mr M. Chambers & Ms C. Bell

“Very informative and a real eye opener. I always knew I needed a Will but never really understand why. And now I realize that I need much more than just a Will to protect everything I’ve worked for.” Ms Y. Palmer

“Sean is a very confident and poised presenter. He explains things really clearly and makes it engaging and interactive, so it’s easy for everyone to understand this ordinarily complex subject matter.” Miss J. Browne, Solicitor

“I was impressed by the Affinity Legacy team’s level of knowledge in this area.” I am confident our clients will benefit from their expertise.”  R. Green, Independent Financial Advisor

“I came with both my parents which has proven to be such a blessing because my dad has always put off talking about writing a Will. We’ve already scheduled our consultation and look forward to finally getting things in order to protect our family home.” Mr D. Whyte

“Excellent presentation. I will certainly be recommending their services to my family and friends.” D. Johnson

“A friend of mine told me about the seminar and I am delighted I came. I’ve worked really hard for what I’ve got which I want to be really sure passes on to my children. I had no idea there was so much more to it than just writing a Will.” Ms V. Cox

“An excellent presentation that fully engaged the audience. I’ve received lots of positive feedback from all of my clients.” S. Gregory, Mortgage Broker

“I want to thank you for taking the time to speak with our staff, careers and service users. Your presentation was very informative and everyone really benefited from it.” Mrs P. Hall

This event is supported by CaribDirect Multi-Media.

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