Advanced Tax & Estate Planning Strategies

3rd November Manchester - 6th November London

Staying on top of the continually evolving UK tax landscape is a perennial challenge for IFAs and this next event will enable you to uncover answers to the major tax and estate planning issues in a highly practical and time effective way.
 
The comprehensive agenda will look at the major tax themes for the year ahead including strategies for wealth accumulation, pension planning, inheritance tax and end of year tax planning. Expert speakers include, Tony Wickenden of Technical Connections, Alan Pink of Alan Pink Chartered Tax Advisers and Peter Johnson, Regional Director at Rowanmoor.

Attending this event is a fantastic way to make sure you and your colleagues are up to speed with all the tax tips your clients expect from you!


Key In-Depth Sessions

  • What are the major tax themes for IFA clients  in the year ahead?
  • Thinking outside the box: The use of limited  liability partnerships for estate planning
  • Investment tax planning: Insurance bonds, collectives and other tax wrappers
  • Examining when and how to make use of Family Pension Trusts
  • Is using the annual CGT allowance a profitable strategy?
  • How to use Legal Planning to increase income, referrals and to provide a free pension

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In One Sentence

"A comprehensive one-day update on tax and estate planning issues"

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