Join Financial Liverpool for a presentation about tax and trusts and the AGM.

Speaker: Graeme Robb, Senior Technical Manager, Prudential

With rising IHT receipts, it’s important that clients maximise the benefits of the recently introduced Residence Nil Rate Band (RNRB). It’s fair to say that it isn’t the most user friendly IHT initiative and if it isn’t complicated enough, advisers need to understand how its availability is impacted by the existence of trusts. This session aims to give you some ground rules and what to look out for.

Also, away from the RNRB, for those clients contemplating an investment placed in an insurance company trust, then how do you arrive at the most appropriate trust solution given the client circumstances? In the session, we will run through the thought process behind trusts selection

The learning objectives for the session are to

• Understand the impact of trusts on the recently introduced Residence Nil Rate Band
• Consider standard insurance company trusts and how to choose the right one
Please reserve your place at this event by registering here
About the Speaker:
Graeme Robb leads the tax and trusts 'wing' of Prudential's Technical team which is based in Craigforth, Stirling.

Graeme is a Chartered Accountant and Chartered Tax Adviser, specialising in tax and trusts. Graeme joined Scottish Mutual's Technical Support Unit in 1996 providing taxation and trust expertise to its onshore and offshore operations.

His role evolved to support other businesses under the Abbey National umbrella - Scottish Provident, Scottish Provident International, Cater Allen Bank and James Hay. Graeme also worked as a Technical Manager for Santander Private Banking UK and has held positions at accountancy firms Ernst & Young and Grant Thornton.

AGM Agenda
- Chairman’s report
- Financial statement
- Secretary's report
- Membership and communication report
- Election of Chairman/ Officers
- Any Other Business

Full details about Financial Liverpool, the committee members and their roles can be found on the website www.financialliverpool.org.uk. To ensure the longevity of Financial Liverpool, we are looking for at least two new members to join the committee and we’re proposing to increase the committee from 5 members to 6.

Our Chairman, Keith Marshall will be stepping down for personal reasons. We therefore need to vote in a new Chairman for 2018.

If you’re interested in getting involved to promote professionalism at a local level, please contact the Secretary, Julie Calvert, by email julie.calvert@pavis.co.uk by Monday 22nd January 2018, giving details of your reasons for wanting to join the committee. In the case of a member wishing to join the committee for the current year, this will be put to a member vote at the AGM.

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