Walker Crips Investment Management – Breakfast Conference
The Insurance Institute of Inverness is happy to announce that their next face to face CPD event will focus on investment management and take place on Friday 29th November at The Drumossie Hotel, Inverness.
A networking breakfast will take place providing a selection of breakfast items (bacon rolls and patisseries) as well as tea, coffee and soft drinks.
The event will cover:
- Recent changes in the UK Budget and how these are affecting the UK investment Landscape.
- UK Equity – post budget reaction from the Institutions and Private Clients.
- UK Gilt Market – update post October 2024 budget.
- Overview of CGT allowances & Pensions – the main announcements.
- Investment case studies with tax efficiency – (post budget).
- Outlook for UK & Global Investment Markets in 2024/25.
- Probates – current considerations (post budget).
Book your place today.
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CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 hour's CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.