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SimplyBiz – Investment Forums


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Throughout September and October we will be presenting at the SimplyBiz Investment Forums. At each of these educational forums, our session will cover defensive income strategies, focusing in particular on the benefits of long income property.

Locations: Belfast, Blackburn, Cardiff, Chelmsford, Cheltenham, Chester, Cornwall, Exeter, Gatwick, Leicester, Maidstone, North London, Norwich, Southampton, Wakefield, Wetherby, Wolverhampton

 

PFS – Accumulation & Investment Roadshows


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Through September and into October, we will be presenting at the Personal Finance Society (PFS) Accumulation & Investment Roadshows. This series of specialist investment roadshows will provide investment advisers with an opportunity to consider in more detail some of the topical and emerging considerations that may influence their investment advice.

Locations: Belfast, Birmingham, Brighton, Glasgow, London, Wakefield

Estate Planning Masterclasses – Sussex and Surrey


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TIME Investments, in conjunction with DMH Stallard Solicitors, is delighted to invite you to an estate planning masterclass. We are running three events for you to select from in Sussex or Surrey. This breakfast masterclass will provide you with an understanding of some of the more technical aspects of the new Residence Nil Rate Band, including the implications when making a Will, how best to keep below the £2m threshold and other considerations such as lifetime gifts and the implications of downsizing.

Locations: Brighton, Crawley, Guildford