Previous event
Tax Efficiency and Estate Planning Seminars
Tuesday 25 June 2024, 8:30 am - 12:00 pm
Royal Victoria, Crowne Plaza, Sheffield
Anne Slater-Brooks, Regional Director (North), Triple PointAdam Greaves, Divisional Director (AIM), Rathbones inc. Investec Wealth & InvestmentChris Hare, Business Development Manager, Puma InvestmentsJane Netting, Partner, Wrigleys Solicitors LLP
CPD
Agenda
Tax Efficiency and Estate Planning Seminars
Presentations on relevant topics in the field of lifetime taxation and estate planning with the following speakers:
- Anne Slater-Brooks (Triple Point) Business Relief investment
- Adam Greaves (Rathbones inc. Investec Wealth & Investment UK) Investing in AIM
- Jane Netting (Wrigleys Solicitors LLP) Using trusts for estate planning
- Chris Hare (Puma Investments) EIS and VCT investment
Seminar agenda
08:30am - Registration, breakfast rolls, tea and coffee
09:00am - First and second seminars
10.30am - 10.45 Break
11:00am - Third and fourth seminars
12.00 noon - Event close
Venue
Victoria Station Road
Sheffield
S4 7YE
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/.
Next
Wed 10 Jul 2024, 12:00 pm - 1:00 pm
Jeff Heasman, Founder
CPD