WAY Investment Services & Cube Investing have joined forces for a comprehensive, CPD qualifying IHT and estate planning seminar for financial advisers on 24th January 2018
Cube Investing Offices, Cunard House, 15 Regent Street, London, SW1Y 4LR
11.45am for registration and coffees/teas
12.00 noon start.
Lunch and open forum/Q&A session after the presentations.
BOOK YOUR PLACE
WAY Investment Services will cover:
- Technical Update: Implications for IHT planning (including the new MRNRB).
- Practical examples of estate planning and family wealth preservation using Flexible Reversionary Trusts.
- Ideas to ensure clients don’t delay IHT planning for fear of unknown future events eg later life care needs.
- Gifts from Normal Expenditure into Trust.
- Case studies.
Cube Investing will cover:
- An introduction to portfolios of Structured Notes.
- The benefits of utilising the portfolios within IHT/Estate Planning.
- Case Studies