Free

IHT Planning, Infrastructure Investing and DB SSAS Workshop - Hagley Golf

Event Information

Share this event

Date and Time

Location

Location

Hagley Golf Club

Wassell Grove

Hagley

DY9 9JW

United Kingdom

View Map

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 will be served from 1.30pm

Workshop will commence at 2pm.

Share with friends

Date and Time

Location

Hagley Golf Club

Wassell Grove

Hagley

DY9 9JW

United Kingdom

View Map

Save This Event

Event Saved