This webinar will feature Ian Dyall, Head of Estate Planning at Tilney, who will discuss how estate planning can be used to pass on your assets to your loved ones, while reducing an Inheritance Tax bill. Ian has been recognised for his exceptional efforts and won the Outstanding Contribution award at the City of London Wealth Management Awards 2019.
Ian Dyall, Head of Estate Planning, TilneyIan is the leading Advice Policy Manager for Estate Planning at Tilney. Professionally esteemed in his field both with advisers and clients, Ian is the key spokesperson on estate planning and inheritance tax mitigation. Having been in the industry for over 30 years, Ian has a broad range of experience, but he has spent the majority of his time specialising in estate planning. He is currently responsible for creating and implementing Tilney's advice policy for estate planning and trust related advice, and developing the technical expertise of Tilney's advisers. Ian is a Fellow of the Personal Finance Society, a Chartered Financial Adviser and a STEP Trust and Estate Practitioner (TEP). In 2019, Ian was recognised with an "Outstanding Contribution to Estate Planning" award at the City of London Wealth Management Awards (COLWMA).
Henrietta Grimston, Financial Planner, TilneyHenrietta is a Financial Planner at Tilney. She has been advising private clients for 14 years and works with clients across all stages of their financial planning journey. She is passionate about helping client’s engage with their finances and enjoys breaking down complex matters into clear and easy to understand advice. Henrietta is both a Chartered Financial Planner and Chartered Wealth Manager, and is a Fellow of the Chartered Institute of Securities and Investments (CISI).
ICAEW members and non-members are welcome to join. For more information about the Personal Financial Planning Community and to join free, please click here.
Tilney is an award-winning financial planning and investment company that builds on a heritage of more than 180 years. Our clients include, private individuals, families, business owners and charities and we look after more than £25 billion on their behalf. At Tilney we don’t have a ‘one size fits all’ approach – our service is personal to you. Your personal wealth is our personal responsibility.
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