Download Presentations and Papers

What are the major tax themes for IFA clients in the year ahead?

Tony Wickenden, Managing Director, Technical Solutions (Manchester Only)

Some new (and some old!) Inheritance Tax ideas - the 'politics' of Inheritance Tax

Peter Legg, Head of Inheritance, Tax Trusts and Estates (London only)

Thinking outside the box: The use of limited liability partnerships for estate planning and family wealth management

Alan Pink, Tax Consultant, Alan Pink Chartered Tax Advisers

Investment tax planning: Insurance bonds, collectives and other tax wrappers

Nick Edwards, Director, Consultnics

Examining when and how to make use of Family Pension Trusts

Peter Johnson, Regional Director, Rowanmoor

Is using the annual CGT allowance a profitable strategy?

John Martin, Managing Director, Praemium

Maximising your new business opportunities by offering tax planning strategies to existing and prospective clients

Martin Banbury, CEO, Silver Planet Group

Diversifying your tax strategies using VCTs and other limited life products

Andy Baker, Account Manager, Octopus Investments

How to use Legal Planning to increase income, referrals and to provide a free pension

Steve Pett, IFA Bonus

Viral Marketing Inheritance Tax Secrets

Steve Pett, IFA Bonus

FINAL PROGRAMME - MANCHESTER

FINAL PROGRAMME - LONDON