Upcoming Events
Mind The Gap – Are You Missing IHT Opportunities? – Upcoming Webinar
Are your IHT planning strategies as sharp as they should be? This session explores the knowledge gap many Advisers face around Inheritance Tax and Trust Planning. With upcoming legislative changes, it’s essential to future-proof your approach. You’ll gain a...
WAY Flexible Trust Masterclass – Enhance Your Understanding of WAY Inheritor Trusts
WAY Flexible Trust Masterclass - Enhance Your Understanding of WAY Inheritor Trusts The session will cover a range of topics, including: Trust Structure Taxation - Implications for Trusts, Settlors, and Beneficiaries Utilising loan facilities to safeguard...
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Webinar: Mind the Gap – Are You Missing Key IHT Opportunities?
Webinar: Mind the Gap - Are You Missing Key IHT Opportunities? What You’ll Learn: • Apply IHT legislation more efficiently in client planning. • Navigate proposed changes to Pension and Business Relief laws. • Use multiple trusts to create robust estate plans....
The Financial Planning Club Podcast – Liz Beavis – Financial Management Bureau
The Financial Planning Podcast, host Lewis Byford is joined by Liz Beavis, Managing Director and Financial Planner at Financial Management Bureau. Since joining the business in 1999, Liz has climbed the ranks to MD while qualifying as a financial adviser,...
The Financial Planning Club Podcast – AI is changing the way we work in financial services – but it’s not a replacement for human connection
The Financial Planning Club Podcast AI is changing the way we work in financial services—but it’s not a replacement for human connection. On the latest episode of The Financial Planning Podcast, I spoke with Nathan Blackmore, CEO at WAY Trustees Limited,...
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