York LII Webinar

Thursday, 18 June 2020
12:30 pm – 1:30 pm
    • Anna Brooksbank , Business Development Manager, TIME Investments

The Insurance Institute of York invites you their Financial Services Webinar.

Overview:

We are pleased to announce that locally based Business Development Manager, Anna Brooksbank from TIME Investments will be running an Inheritance Tax and Business Relief seminar exclusively for members of the PFS. We would like to invite members that are keen to either learn more about this area of the market or who would like a refresher to book their space on the link below. The session will qualify CPD.

Members will have the opportunity to learn more about Inheritance Tax, Business Relief (BR) and the many ways in which this area of the market can help build on opportunities within your business.

Learning Objectives:

By the end of this event delegates will:

- The Fundamentals of Inheritance Tax and the Current Landscape.

- Introduction to Business Relief and How it Works.

- The current Inheritance Tax rules.

- Tax Planning Scenarios.

- Engaging with professional connections and building on relationships with Accountants and Solicitors.

About TIME Investments

TIME is an award winning provider of tax efficient investment solutions with our original Inheritance Tax (IHT) service holding a 24 year track record of successfully achieving IHT savings for investors. The TIME Group currently has over £3.5 billion assets under management, with over £700 million in Business Relief (BR) assets. To date, more than 1,500 of our investors have successfully exited and achieved BR.

About Anna

Anna joined TIME in April 2014 and works in the Business Development Team, she is responsible for developing new and existing relationships with financial advisers across North Yorkshire and the North East. Born and raised in Yorkshire, Anna studied English Literature at the University of London and has a Graduate Diploma in Law from the University of Law.

To Take Part and obtain a copy of the link contact Veronica Wilkinson at veronica.wilkinson@live.co.uk or 01904 656104 who will arrange for Anna to email the link to you prior to the presentation.

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.