Free

IHT Planning, Infrastructure Investing and DB SSAS Workshop - Shrewsbury

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Location

Mytton & Mermaid Hotel

Atcham

Shrewsbury

SY5 6QH

United Kingdom

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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.

Full English Breakfast at 8.45am

Workshop will commence at 9.15am.

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Date and Time

Location

Mytton & Mermaid Hotel

Atcham

Shrewsbury

SY5 6QH

United Kingdom

View Map

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