These seminars took place in November 2015 are therefore now closed.
WAY Investment Services and TIME Investments have joined forces for two comprehensive IHT planning seminars for financial advisers in Wetherby and Nottingham. Registration and coffee for both will be at 09.30 for a 10.00 start and the seminars will finish at 12.00.
11 November: Wetherby:
Wood Hall Hotel, Trip Lane, Linton, Wetherby LS22 4JA.
BOOK YOUR PLACE
12 November: Nottingham:
The Carriage Hall, Station Road, Plumtree, Nottingham NG12 5NA.
BOOK YOUR PLACE
Seminar content:
The session from WAY will cover:
- Technical Update: Summer Budget 2015 and implications for IHT planning (including the new RNRB and what it means for advice).
- Practical examples of estate planning and family wealth preservation using FRTs.
- Ideas to ensure clients don’t delay IHT planning for fear of unknown future life events including later life care needs.
- Gifts from Normal Expenditure into Trust.
- Case studies.
The session from TIME will cover:
- Insight into common client concerns about putting IHT plans in place, and how to tackle these.
- An overview of BPR.
- A snap shot of our products which focus on delivering capital preservation.
- Case studies demonstrating BPR in action.
- An understanding of the potential challenges of making BPR recommendations, including compliance and due diligence requirements, and how to overcome these.
Open forum session including Q&As