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Merryn Somerset Webb on Inheritance Tax

Passing on wealth to the next generation

London |
Speakers include:
Merryn Somerset Webb

Merryn Somerset Webb

Financial Times

David  Carroll

David Carroll

Seven Investment Management

Vanessa  Houlder

Vanessa Houlder

Financial Times

Overview

Passing on your wealth to the next generation should not just focus on shielding it from tax. Although tax planning is an important consideration, teaching your children about how to manage and invest their own money responsibly could be much more valuable in the long run. Designed with parents and adult children in mind, we will reveal the secrets of successful money management (the power of compounding, diversification, starting saving young, making the most of tax advantages) and discuss the tax advantages for parents who want to help their child with a 'living legacy' to buy a house, start a pension or make regular savings through the new Lifetime Isa.

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fallback Add to my Calendar 06/19/2017 18:30:0006/19/2017 21:00:00falseMerryn Somerset Webb on Inheritance TaxPassing on your wealth to the next generation should not just focus on shielding it from tax. Although tax planning is an important consideration, teaching your children about how to manage and invest their own money responsibly could be much more valuable in the long run. Designed with parents and adult children in mind, we will reveal the secrets of successful money management (the power of compounding, diversification, starting saving young, making the most of tax advantages) and discuss the tax advantages for parents who want to help their child with a 'living legacy' to buy a house, start a pension or make regular savings through the new Lifetime Isa.Merryn-Somerset-Webb-on-Inheritance-Taxa8b304517cfd21f3afdd2484d01f1033MM/DD/YYYY

Agenda - 19th Jun

  • 6:30pm
    Drinks and Canapé Reception
  • 7:00pm
    Welcome Remarks

    Claer Barrett, Personal Finance Editor, Financial Times

  • 7:10pm
    Panel Discussion

    • Passing on wealth to the next generation – what are the questions you should ask?

    • What should you teach your children about investment and how to encourage the rightdisciplines from the start?• What are the most tax-efficient ways to save for the next generation?

    • How to reduce the risk that an inheritance will make children too rich, too fast

    • Strategies for reducing inheritance tax bills

    • The £1m inheritance tax break – how to make use of the new family home allowance

    David Carroll, Head of Strategy, Seven Investment Management

    Vanessa Houlder, Journalist, Financial Times

    Merryn Somerset Webb, Columnist, Financial Times; Editor-in-Chief, MoneyWeek

    Moderated by Claer Barrett, Personal Finance Editor, Financial Times

  • 8:30pm
    Close and Drinks Reception

Speakers (3)

Merryn Somerset Webb

Merryn Somerset Webb

Columnist
Financial Times

Merryn Somerset Webb started her career in Tokyo at public broadcaster NHK before becoming a Japanese equity broker at what was then Warburgs. She then went on to work at SBC and UBS.
After five years in Japan she returned to work in the UK at Paribas, which soon became BNP Paribas. On leaving the City, Ms Somerset Webb helped The Week magazine with its City pages before becoming the launch editor of MoneyWeek in 2000.
Sixteen years on, MoneyWeek is the best-selling financial magazine in the UK and Ms Somerset Webb remains as its Editor-in-Chief. She also has a weekly column in the FT and a monthly column in Saga. She is a regular TV/radio commentator and speaker on financial matters and contributes to various publications.
Ms Somerset Webb is a trustee of the Daiwa Anglo Japanese Foundation and is a director of two investment trusts – the Baillie Gifford Shin Nippon Trust and the Montanaro European Smaller Companies Trust.
She has a first class degree in history and economics from Gonville and Caius College, Cambridge, and was recently awarded an honorary doctorate in business administration from BBP University. She took and passed (with distinction) the Private Client Investment and Investment Management exam (which qualifies her to Level 6) in 2013.

David  Carroll

David Carroll

Head of Strategy
Seven Investment Management

David Carroll is Head of Strategy at Seven Investment Management (7IM). He has over 25 years’ private client investment management experience and was responsible for establishing the relationship management team at 7IM. Mr Carroll continues to manage significant client relationships and is one of the management representatives on the 7IM Asset Allocation Committee.

Vanessa  Houlder

Vanessa Houlder

Lex Writer
Financial Times

Vanessa Houlder is a Lex Writer at the Financial Times. She has worked for the FT for nearly 30 years covering business, the property industry, technology, science, taxation, management, environment and economics. In 2004, she started to specialise in tax policy, covering its impact on individuals and companies in Britain and across the world. She regularly takes part in discussions about the subject at conferences and on TV and radio. Ms Houlder has a post-graduate diploma in journalism and a degree in natural sciences.

Chaired by (1)

Claer Barrett

Claer Barrett

Personal Finance Editor, Financial Times
Editor, FT Money

Claer Barrett is the Financial Times' Personal Finance Editor as well as the editor of FT Money. She has worked for the FT group for over a decade, joining the Investors Chronicle magazine as the financial crisis took hold, specialising in property and buy-to-let investment. She became the FT's retail correspondent in 2011, then served as deputy UK news editor before being appointed to her current role. Her weekly Serious Money column won the Headline Money commentator of the year award in 2016 and 2017. A frequent contributor to TV and radio debates on personal finance and investing, she is an expert on the BBC1 series Right on the Money.

Tickets

Standard ticket: £30

Booking your ticket is easy, simply click on the 'Book now' button and follow the instructions. We look forward to meeting you on 19 June. 

Please note:  The information provided in this forum does not constitute investment advice.  Topics discussed during the event are for general information only and are not intended to be relied upon by individuals in making (or refraining from making) any specific investment decision. Appropriate independent advice should be obtained before making any such decision. The Financial Times Limited does not accept any liability for any loss suffered by any attendee as a result of any such decision. 

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Venue

etc venues, Fenchurch Street
8 Fenchurch Pl
London EC3M 4PB

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In association with (1)

We are 7IM, a straightforward investment management business that aims for more stability and predictability over the long term, so the amount you need has a better chance of being there when you need it.

We set up the business in 2002 because we couldn’t find an investment management service we’d be happy to use ourselves. So we invest alongside you too and we now have £12bn under management.

And we’re careful on cost and big on service; it’s a common sense approach that’s surprisingly hard to find.

Contact Us

Amy Brazewell
Marketing Manager
Financial Times

Notes from FT Money Investment Forum

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