Chartered Connections CPD Dinner - Estate planning in a new era

Chartered Connections CPD Dinner - Estate planning in a new era

By Personal Finance Society

Join us for an evening of networking, learning and CPD with Octopus Investments over dinner.

Date and time

Location

Deanes Meat Locker

36-40 Howard Street Belfast BT1 6PF United Kingdom

Good to know

Highlights

  • 3 hours, 30 minutes
  • In person

About this event

On behalf of the PFS Northern Ireland Committee, The Insurance Institute of Northern Ireland and Octopus Investments, please register your place to our exclusive Chartered Connections Dinner at Deanes Meat Locker.

Sabrina Corrigan, Exeucitve Business Development Manager will present on a post budget update on estate planning considering pension changes and changes to Business and Agricultural relief.

Sabrina Corrigan BIO: I have worked in financial services and relationship management sales across a range of product and investment areas for the last 23 years. The last 16 years with Octopus has been in ventures, small cap and infrastructure investing utilising the tax wrappers of VCT, EIS and Business Relief. I have worked closely with 1000s of advisers to make the most of these areas and help their clients in the area of specialist tax planning.

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Personal Finance Society

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Free
Sep 25 · 5:30 PM GMT+1