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Estate Planning Opportunities when working with Solicitors
Tuesday 6 February 2024, 8:30 am - 11:30 am
The Palm Court Hotel
Fiona Clarke, Partner, Burness Paull LLPKenny McCall FPFS, TEP, Utmost WealthTony Whincup, Close Brother Asset Management
CPD
The Insurance Institute of Aberdeen are delighted to have a breakfast session with Fiona Clark of Burness Paull Solicitors, Kenny McCall of Utmost and David Wilson & Tony Whincup of Close Brothers to discuss and explore Inheritance Tax Planning and Estate Planning opportunities.
The session will commence with breakfast rolls, tea and coffee before hearing from the panel of speakers from Utmost, Close Brothers and Burness Paull.
The session will cover the use of bonds, trusts, investing in smaller companies to obtain business relief and the use of Family Investment Companies.
Venue
The Palm Court Hotel
81 Seafield Road
Aberdeen
AB15 7YX
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements. 2 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/learning/cpd/.
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Fri 2 Feb 2024, 6:30 pm - 11:00 pm
The Marcliffe Hotel & Spa
Annual event
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Thu 11 Apr 2024, 12:00 pm - 1:00 pm
Alan Chandler
CPD