IHT Planning, Infrastructure Investing and DB SSAS Workshop - Shirley

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Location

Shirley Golf Club

Stratford Road

Shirley

B90 4EW

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.

Breakfast will be served from 8.45am

Workshop will commence at 9.15am .

Date and Time

Location

Shirley Golf Club

Stratford Road

Shirley

B90 4EW

United Kingdom

View Map

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