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Sorry this is a past event, registration is no longer open.

Date: Friday 9th Jun 2017

Time: 12:30 – 14:00

Locations:

Venue: LGBR Capital Office, Candlewick House, 120 Cannon Street, London, EC4N 6AS

We are hosting a seminar on estate and succession planning, designed to help advisers and their clients plan for the 2017/18 tax year and beyond.Failing to effectively plan ahead for the next generation can potentially leave families with problems to unpick including a tax bill to pay. Our CPD accredited seminar will act as a refresher on the inheritance tax rules and will also provide financial planning ideas to benefit your clients and potentially unlock professional connections.

Agenda

  • New Principle private residence tax relief
  • Business Relief, uses  & benefits
  • Sale of Business & sheltering from IHT
  • Generational planning ideas
  • The use of Trusts
  • Working with professional connections

The Lunch will run from 12:30pm to 2:00pm and structured CPD credits are available.

Places are limited, so please contact the LGBR sales team by email or phone on 020 3195 7100 to reserve your place.

Get in Touch

Please do not hesitate to get in touch for further information on LightTower Partners or on the investment products we distribute.

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