Tax & Estate Planning (Pain is inevitable: Suffering is Optional)

Join us for an afternoon of CPD covering Tax & Estate Planning with guest speakers from Quilter Cheviot, Foresight Group and Evelyn Partners.

Lunch and refreshments: 12 – 12.30

Venue: 18 @ 103 Colmore Row

Topical issues will be covered, one week after the much anticipated budget:

Learning Objectives:

Quilter Cheviot’s Amish Chohan will help you understand:

• How an AIM solution provides benefits to your client.
• How the Quilter Cheviot AIM proposition differs in the marketplace.
• The considerations around tactical stock selection and an update on performance.
• Why now is the right time to invest.

Quilter Cheviot’s David Denton will provide expert insight and strategic planning options for clients. With the fascinating strapline, this will prove to be very topical:

Keir Starmer has warned that the October Budget will be ‘painful’ - Pain is Inevitable: Suffering is Optional

Listening to David, you will gain:

• Expert insight: Gain firsthand knowledge from David.
• Strategic planning: Understand the necessary actions, who should implement them, and the optimal timing that could make all the difference to your clients’ finances.

Matthew Quinn of Foresight Group will cover:

Understanding Risk in the Unquoted Business Relief Market

By attending you will learn:

• How Foresight ITS differs from AIM Services
• Due Diligence in the BR Market Place

Gavin Hill of Evelyn Partners will discuss the role of using Family Investment Companies in financial planning.

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