San Francisco, California
London, United Kingdom
PLEASE NOTE CHANGE OF VENUE FOR THIS EVENT
‘Why Care About IHT Planning?’
Speaker: Gabrielle Beaumont of Ingenious Investments
Timing: 12 for 12.30pm - Close at 2 pm
Venue:Barnett Waddingham, First Floor, Port of Liverpool Building, Pier Head, Liverpool, L3 1BW
On 31 October, the team at Ingenious Investments returns to Financial Liverpool to share their findings in the IHT and long term care market. By the end of this structured CPD presentation, attendees will have more understanding of inheritance tax planning issues, Business Property Relief and planning for the potential cost of long term care.
Gabrielle Beaumont, Investment Director at Ingenious Investments, will discuss some key inheritance tax statistics and practical case studies.
Gabrielle is responsible for developing relationships with investors and their advisers. Prior to joining Ingenious in 2009, she qualified as a Chartered Accountant and Chartered Tax Adviser with Deloitte, where she worked for over six years in their Real Estate Tax group in London specialising in the taxation of real estate transactions and international property holding structures.
Ingenious Investments offers alternative investment opportunities to professional advisers and their clients. Find out more at www.ingeniousinvestments.co.uk
Buffet Lunch and networking opportunity after the presentation.
When & Where
Financial Liverpool is a society for professionals working in the financial services sector in Liverpool, including financial advisers, discretionary fund managers, pension providers, private client lawyers etc.
We host ten meetings per year, usually the last Friday of the month.
The current format is a talk for about an hour followed by a lunch where you can network with fellow members. The events start at noon and are hosted by Tilney BestInvest in the Royal Liver Building.
The events are free for members, and membership is free if you are a member of CII/PFS (otherwise a charge of £50 applies for your firm's annual membership).
Click here for more information on how to join.
Financial Liverpool used to be called Merseyside Life & Pensions.