[PFS] Breakfast Seminar: Residence Nil-Rate Band Technical Talk
Event Details
This event is kindly sponsored by Utmost Wealth Solutions
The aim of the session is to provide you with a working knowledge of a difficult topic in order to be able to confidently discuss with clients and professional connections.
By the end of the session delegates should have a greater understanding of:
- RNRB main points
- Estates over £2m
- Downsizing and disposals
- Lifetime transfers of property
- How the RNRB applies to estates of different sizes
- Summary/Planning considerations
The IIL provides accredited training and this event represents 1 hour and 30 minutes of CPD.
Arrival at 7.45am for bacon sandwiches and coffee, with the talk beginning at 8.00am. Finish at 9.30am
Speaker: Barry Foster
Technical Sales Manager, Utmost Wealth Solutions
Barry has been in financial services since 1997 and held roles as a Financial Adviser and Business Development Manager before taking a more technical based route. Barry delivers workshops, seminars and technical assistance to Financial Advisers, covering tax, trusts and pensions.
Barry has achieved Chartered Financial Planner status and Fellow of the Personal Finance Society, as well as holding the Investment Management Certificate and the STEP Diploma and STEP Certificate in Financial Services.
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CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 1/2 hours' 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.
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