Webinar - Tax efficient planning for life's key events
Join us for an insightful Webinar and Tax planning workshop hosted by Triple Point shining a light on the key milestones that present an opportunity for financial advice.
The key areas covered within this Webinar include the following:
- Tax planning for significant events
- The changing tax landscape
- Business Relief and VCTs
- Roundtable planning scenarios
- Overview of solutions
- Building relationships with professional connections
Learning Objectives
The Learning Objectives for this Webinar is as follows:
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How tax efficient investments can help investors plan for big life events.
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New tax year, new allowances - what these mean for you and your clients.
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Getting more referrals by broadening the tax efficient solutions that you can present to professional connections.
Alistair Maguire –Business Development Manager & Regional Manager
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.