IHT Planning, Infrastructure Investing and DB SSAS Workshop - Aston Wood

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Location

Aston Wood Golf Club

Blake Street

Shenstone

B74 4EU

United Kingdom

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Sales Have Ended

Registrations are closed
We look forward to seeing you at the event.
Event description
CPD workshop for financial advisers presented by The Foresight Group and Embark Group.

About this Event

Foresight Group - Opportunities that exist for IHT planning with clients.

Using case studies, we will look at how Business Relief can reduce client's IHT liabilities. There will also be an update on the Foresight UK Infrastructure Income OEIC which can be used to provide extra diversification to portfolios.

Embark Group - Rowanmoor - How can a DB SSAS work for you?

We will highlight how you can quickly catch-up on lost years of pension funding using the defined benefit funding principles and show how a DB SSAS can also be used to enable intergenerational passing of assets and estate planning strategies which will optimise fund value and IHT efficiency.

Buffet Lunch at 1.30pm

Workshop will commence at 2pm.

Date and Time

Location

Aston Wood Golf Club

Blake Street

Shenstone

B74 4EU

United Kingdom

View Map

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