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.
Locations:
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
Timings:
Tuesday 17th April
- 10am refreshments
- 10:30am presentations commence
- 12pm event conclusion.Sandwich lunch served
Wednesday 18th April
- 9am breakfast rolls and refreshments
- 9:30am presentations commence
- 11am event conclusion
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
planning
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