WHEN its recent series of wealth retention seminars run for the benefit of clients was vastly oversubscribed, rapidly expanding chartered accountants French Duncan came up with an innovative solution to ensure that no clients were left disappointed – by posting an edited video clip of the seminars on its website at http://www.frenchduncan.co.uk
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Adam Hardie, business development director at French Duncan, said, “As demand for places at our recent seminars outstripped supply, we have taken steps to meet the overwhelming response from clients interested in learning more about the various mitigation and planning opportunities available within the current Inheritance Tax regime by enabling them to access a video clip of the seminars themselves from the comfort of their own homes via the internet.
“A key client benefit to this innovative solution is that they can access the video clip as often as they wish in order to digest fully the points they might well have missed had they been able to attend the seminar in the flesh.”
The aim of the seminars was to illustrate various ways by which sufficient wealth can be retained to see individuals comfortably through a lengthy retirement whilst examining the most tax efficient ways of making gifts to family and other beneficiaries.