Families: Generational Wealth Transfer
In ‘Families: Generational Wealth Transfer’: The UK is entering one of the largest intergenerational wealth transfers in history, albeit many families remain unprepared for the tax implications. And so, in this first session of our three-part webinar series, award-winning tax expert Mitch Young (Director & Head of Tax at Fusion Consulting Group) breaks down how families can proactively plan for inheritance tax, protect wealth, and structure their estates efficiently in an increasingly complex and evolving tax landscape.
Accordingly, this webinar is designed for families with estates from £1m to £20m+. Moreover, this session provides practical, actionable insight to help safeguard wealth through this generational wealth transfer.
What You’ll Learn
⚪ How to pass wealth to your children without losing control
⚪ Strategies to avoid common structuring mistakes that trigger unnecessary tax
⚪ The difference between gifting, trusts, and corporate structures (and when each works)
⚪ Ways high-net-worth families are structuring assets today
⚪ Risks of doing nothing (and where HMRC challenges typically arise)
Who This Is For
This session is for:
✅ Business owners with retained profits or group structures
✅ Property investors with multiple assets or SPVs
✅ Individuals concerned about inheritance tax exposure
✅ Families looking to pass wealth to children in a controlled, tax-efficient way
This session is NOT for:
❌ Individuals with minimal assets or no tax exposure
❌ People looking for basic tax advice
❌ Anyone not serious about long-term planning
Most families leave this too late and end up either paying unnecessary tax or losing control of assets. The earlier this is structured properly, the more options you have.
