Next webinar
Wealth protection series available from 28th April at 11:00 am
This three‑part wealth protection webinar series supports advisers in navigating the evolving estate planning landscape with confidence. Across the sessions, we explore key Inheritance Tax considerations, lifetime gifting and investment strategies, and the role protection can play in creating certainty and liquidity for clients. Designed to be practical and relevant, the series uses real‑world scenarios to help advisers apply wealth protection concepts in everyday client conversations.
Part one: IHT Planning with Protection
Part two: Lifetime Gifting and Investment IHT
Part three: The Value of Wealth Protection
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More frequently asked questions
Whether you’re already using the Zurich Learning Hub, Zurich’s Life Protection Platform, or are new to Zurich’s online platforms, we’ve answered some of the most common questions people ask us.