We will soon be back on the road with our own series of CPD qualifying interactive workshops, which we will run as case study based sessions.
During the workshops we will cover key considerations and planning opportunities ahead of the imminent introduction of the Residence Nil Rate Band (RNRB). We will also examine how best to utilise Business Property Relief (BPR) investments, both capital preservation focused and AIM based, in a client’s portfolio.
This session is aimed at all practitioners that advise on Inheritance Tax (IHT) matters and intergenerational planning, or who recognise the need to. There will also be the opportunity to book a meeting either before or after the session should you wish to talk with one of our planning experts about a particular client situation.
We will be hosting both a morning and afternoon workshop, so please register for the time that suits you best.
8:30 – Registration and breakfast served
9:00 – Workshop begins
10:30 – Workshop ends
11:00 – Finish
13:30 – Registration and light lunch served
14:00 – Workshop begins
15:30 – Workshop ends
16:00 – Finish
Colchester – Tuesday 6 December
RSVP – Morning
We do hope you are able to attend. If you have any queries please contact us on 020 7391 4747 or firstname.lastname@example.org.