Face to Face CPD Breakfast Event at Alverton Hotel, Truro

This 1.5 hour CPD breakfast session is suitable for PFS members and takes place at the Alverton Hotel, Truro, TR1 1ZQ. The event is provided by Bordier and Foresight, split into two parts. After breakfast rolls and pastries delegates will receive two presentations as detailed below. 

Part 1 - Stuart Price, Business Development Manager at Bordier

 45 min presentation is titled – Navigating the complex world of retirement income advice  

• Highlight – areas for consideration/improvement
• Outline – good practice for retirement income advice 
• Understand – the implications of sequencing risk
• Examine – support to help manage client expectations
• Learn – different investment approach for drawdown

Part 2 – Foresight – Oliver Wilde, Senior Business Development Manager at Foresight 

Presentation - Utilising Business Relief for IHT planning and navigating the new budgetary changes

• Understand Business Relief (BR), Protection and Inheritance Tax Solutions
• How the Budget has affected Business Relief for IHT Planning
• Foresight Solutions
• Consider the application of BR in tax planning for clients
• Ways to identify BR opportunities within your client ban

To book your place, contact Oliver Wilde at Foresight owilde@foresightgroup.eu