The Process of Selecting Appropriate Business Relief Solutions for clients

Register now to attend the Chartered Connections Breakfast event taking place prior to the Tyne Tees Regional Conference on Thursday 30 June 07:45am - 9:00am at the Ramside Hall Hotel.

Gemma Siddle and Andrea Irving Morse, from the PFS Tyne Tees regional committee will be joined by Anne Slater-Brooks from Triple Point who will present on the following topic;

Overview

• Selection process for business relief and consider whether it should be AIM ISA or non AIM

• Considerations when selecting a provider

• Advice traps to avoid/overcome | Risk and volatility

• Diversification | Age

• Demo of the Triple Point diversification tool

Learning Objectives:

What factors advisers should take into account when choosing between AIM ISA and unquoted solutions

What factors advisers should take into account to achieve true diversification

How to overcome common compliance concerns