IHT & estate planning seminars for financial advisers

WAY, Stellar and Pilling & Co joint seminars for financial advisers: Preston & Salford 9th June

WAY Investment Services, Stellar Asset Management and Pilling & Co Stockbrokers have joined forces for comprehensive, CPD qualifying IHT and estate planning seminars for financial advisers on 9th June 2016.

Locations:

Preston: Tickled Trout Hotel, Preston New Road, Samlesbury, Preston, PR5 0UJ.

9.00am for registration
9.30 am start.
Open forum/Q&A session after the presentations.
12.00 finish.
 

Salford: A J Bell Stadium, 1 Stadium Way, Eccles, Salford, M30 7EY 

2.00pm for registration
2.30pm start
Open forum/Q&A session after the presentations.
5.00pm finish.

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 Stellar will cover:

An introduction to and features of Business Property Relief.
An introduction to asset-backed IHT services.
Case studies for investors and business owners.
Insurable AiM (ISA) portfolios.

 

The session from Pilling & Co will cover:

Construction of a typical AiM portfolio.
Using AiM shares as a flexible solution for IHT mitigation.
Managing risk.
Performance & volatility.

 

Open forum session including Q&As