San Francisco, California
London, United Kingdom
Following on from the success of the SELL OUT event in 2013, we will be hosting another session focusing on the awesome estate planning and IHT capabilities within Voyant.
This is a half day intense session suitable for Voyant advisers that wish to get more out of the system, to learn and master the most effective estate planning strategies but more importantly, how to model it through Voyant.
The session will look at:
- Gift & Loan Trust’s
- Gifting out of normal expenditure
- PETS & CLT
- Spousal bypass trusts
- AIM & IHT
- Flexible drawdown pension depletion strategies
- Business proeprty relief (BPR)
- The impact 'the Budget' may have.
These are the keys areas, we will also cover off various other related subjects.
Most importantly we will share the most effective way to use the new simulation feature that allows you to compare IHT tax payable between different plans and recommendations. This new feature has raised the bar so high. You need to learn this feature and the power it delivers.
The session will be hosted by Andy Hart A.K.A thevoyantist.com and also Stuart Evans (Common Sense Financial Planning) Award Winning Estate Planning Expert. Finalist in the MoneyFacts - Best Tax & Estate Planner Awards: http://www.moneyfactsgroup.co.uk/awards/ilp/winners/2012
The numbers are limited and it will be a sell out.
Once you have learnt these skills, your client value will go through the roof.
Become an Estate Planning rockstar through Voyant.
You can also see my testimonials here:
Also some videos showing the IHT simulator in action:
Any questions please email firstname.lastname@example.org or call 07775603930.