IHT & estate planning seminars for financial advisers

WAY Investment Services & TIME Investments joint seminar for financial advisers: 17th & 18th April 2018

WAY Investment Services & TIME Investments have joined forces for a comprehensive, CPD qualifying IHT and estate planning seminars for financial advisers on 17th & 18th April 2018.

Date: Tuesday 17 April
Venue: Maidenhead Golf Club, Shoppenhangers Road, Maidenhead, Berkshire SL6 2PZ

Date: Wednesday 18 April
Venue: Old Thorns Golf & Country Estate, Griggs Green, Liphook, Hampshire GU30 7PE

Tuesday 17th April

Wednesday 18th April




WAY Investment Services will cover:
·         Understand what holds clients back from making trust based IHT planning
·         How to avoid enlarging IHT issues for the next generation
·         How to gift money inter-generationally without it getting into the wrong hands
·         How utilising trust based solutions can provide opportunities for intelligent tax

TIME Investments will cover:
·         Describe different opportunities for Business Relief investment
·         Understand due diligence and suitability requirements for this type of planning
·         Appreciate different solutions available in the market place
·         Demonstrate possibilities to engage with professional connections