Webinar - Tax efficient planning for life's key events

Tuesday, 23 July 2024
1:00 pm – 2:00 pm (UK time)

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:

  1. How tax efficient investments can help investors plan for big life events.

  2. New tax year, new allowances - what these mean for you and your clients.

  3. Getting more referrals by broadening the tax efficient solutions that you can present to professional connections.

Alistair Maguire –Business Development Manager & Regional Manager

Alistair has worked supporting financial advisers with specialist and tax efficient investments since 2018. Investments ranging from BR, VCTs and EIS to Investment trusts and unlisted bonds.

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.