TIME Investments and WAY Investment Services are delighted to invite you to a morning seminar looking at Inheritance Tax and Estate Planning using solutions you may be less familiar with. There are two dates and locations for this event, so please choose the one that suits you best. The event will qualify for 90 minutes of CPD.

These sessions will cover:

  • Understanding what holds clients back from making trust based IHT planning
  • How to avoid enlarging IHT issues for the next generation
  • How to gift money inter-generationally without it getting into the wrong hands
  • How utilising trust based solutions can provide opportunities for intelligent tax planning
  • Different opportunities for Business Relief investment
  • Understanding due diligence and suitability requirements for this type of planning
  • A look into the different solutions available in the market place
  • Engaging and working with professional connections


 Tuesday 17 April
Venue: Maidenhead Golf Club, Shoppenhangers Road, Maidenhead, Berkshire SL6 2PZ
10am refreshments
10:30am presentations commence
12pm event conclusion
Sandwich lunch served
Register for Berkshire

Wednesday 18 April
Venue: Old Thorns Golf & Country Estate, Griggs Green, Liphook, Hampshire GU30 7PE
9am breakfast rolls and refreshments
9:30am presentations commence
11am event conclusion
Register for Hampshire