Team-Shot

Webinar: Planning with the RNRB – key considerations and opportunities

The introduction of the Residence Nil Rate Band (RNRB) on the 6 April 2017 is undoubtedly the most significant change we have seen to Inheritance Tax (IHT) legislation for almost a decade. Many financial planners are only now getting to grips with the legislation and are considering how the RNRB will impact upon individual estates and IHT planning strategies.

 

Join our webinar on Wednesday May 17 2017 at 10:30 to hear more about the key considerations of RNRB and the opportunities it presents.

 

Click here to book your place

Intelligent Partnership BPR Showcases

Throughout May TIME will be presenting at Intelligent Partnership’s popular BPR Showcases, which run nationwide.

Birmingham – 3 May 2017
Southampton – 4 May 2017
London – 9 May 2017
Newcastle – 11 May 2017
Exeter – 17 May 2017
Cardiff – 18 May 2017
Yorkshire – 23 May 2017
Belfast – 25 May 2017

 

Click here to book your place

Tenet – Masterclasses

Throughout April and May 2017, we will be joining Tenet’s latest series of masterclasses to discuss investing for income, focusing in particular on the benefits of long income property.

Leeds – 25 April 2017
Manchester – 26 April 2017
Glamorgan – 27 April 2017
Southampton – 3 May 2017
London – 4 May 2017
Birmingham – 5 May 2017
Cumbernauld – 9 May 2017
Belfast – 11 May 2017 

If you would like to attend these events please speak to your usual Tenet contact.

Paradigm – Partner Forums

In April and May 2017, we will be presenting at Paradigm’s Partner Forums, introducing our ‘smart passive’ approach to combining ISA planning with IHT planning.

Cheshire – 25 April 2017
Yorkshire – 26 April 2017
Midlands – 27 April 2017
London – 2 May 2017
Surrey – 3 May 2017

If you would like to attend these events please speak to your usual Paradigm contact.

PIMS – Forum

This year the PIMS Forum takes place from 10-13 May 2017, and on top of our usual attendance we are pleased to announce that this year we have been selected to present on two topics. We will be running a case study session on ‘Combining IHT and ISA planning – an intro to smart passive‘ and hosting an investment forum on ‘Looking for secure income in uncertain times?’.

We look forward to seeing you on board.

threesixty – Development Events

With development events throughout the year, threesixty’s next series will run through May and June 2017 and cover ‘A diverse investment landscape – investing now and in the future’. This session will explore the diversity of investment options available to your clients. We will start by considering alternative investments and when they might be suitable, providing a reminder of how they can be accessed to meet your client’s objectives.

Having delved into a wide variety of investments, and the ways in which they can be held, we will also include a reminder of some of the tax consequences for your clients. As property continues to be a popular investment for many, we continue by exploring some of the different options for holding it in a portfolio.

The final session will take a look back over recent events including; the US Presidential Election and the UK’s vote to leave the EU, and consider how and if, these events have changed the investment landscape for investors. We close the day contemplating the future for investing.

Belfast – 23 May 2017
Scotland – 25 May 2017
Manchester – 6 June 2017
Wetherby – 8 June 2017
Newmarket – 13 June 2017
Leicester – 14 June 2017
London – 20 June 2017
Farnborough – 21 June 2017
Bristol – 22 June 2017

If you would like to attend these events please speak to your usual threesixty contact.

 

SIFA – Conference

This year marks the 25th Anniversary for SIFA and we are delighted to join their celebrations at the SIFA Conference in June 2017. This two day conference designed to support the impartial adviser, and with a top line up of industry speakers, this event is shaping up to be the best yet.

Silverstone – 15/16 June 2017

Click here to find out more and book your place