San Francisco, California
London, United Kingdom
CHARTERED CONNECTIONS EVENT | 20 OCTOBER | BRISTOL | IN ASSOCIATION WITH SOLLA and STEP
I am delighted to invite you to a Chartered Connections breakfast in our region. Please join us for:
"Update on the use of trusts and next steps after chartered - an introduction to STEP and SOLLA"
Thursday 20th October
This event will seek to:
- Update you on the use of trusts
- Provide an insight in to the qualifications available via STEP and SOLLA to enhance your specialisations
8:00am - 8:15am Registration and breakfast
8:15am - 8:40am Presentation 1 - James Radcliddw from Michelmore will provide a session on:
- Will trusts and the new residential nil rate band
- Funding life time trusts
- The taxation of trusts
8:40am - 9:05am Presentation 2 - Sarah Hargreaves from Michelmores to discuss STEP
9.05am - 9.30am Presentation 3 - Dave Robinson to discuss SOLLA
9.30am - Networking and close
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Personal Finance Society
Our mission is to lead the financial planning community towards higher levels of professionalism, exhibited through ethical and behavioural standards, skill and technical knowledge to the ultimate benefit of the profession and the consumer alike.
The Personal Finance Society is a not-for-profit organisation with member-led governance.