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Effective Estate Planning in a Post Budget World
Wednesday 17 September 2025, 12:00 pm - 1:00 pm
Struan Robertson DipPFS, Business Development Manager, Triple Point Investments
CPD
Effective Estate Planning in a Post Budget World with Triple Point Investments
The Autumn Budget 2024 has undoubtedly raised several questions from your clients about what the announcements mean for them, particularly regarding changes to inheritance tax (IHT) on pensions and Business Relief (BR).
Join us for our September Lunchtime Webinar, where we will be joined by Struan Robertson DipPFS, Business Development Manager at Triple Point Investments, discussing estate planning opportunities in a post Autumn Budget 2024 world!
Learning Objectives
The learning objectives of this session are as follows:
- Understand the changes to Business Relief announced in the Autumn Budget
- Identify some of the key planning areas for tax-efficient investments
- Understand the diversification opportunity offered by tax-efficient investments
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements. 3/4 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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Tue 15 Jul 2025, 12:30 pm - 1:30 pm
CPD