Tax Efficiency and Estate Planning Seminars (25th June 2024)

Royal Victoria, Crowne Plaza, Sheffield
Tuesday, 25 June 2024
8:30 am – 12:00 pm (UK time)
    • Anne Slater-Brooks, Regional Director (North), Triple Point
    • Adam Greaves, Divisional Director (AIM), Rathbones inc. Investec Wealth & Investment
    • Chris Hare, Business Development Manager, Puma Investments
    • Jane Netting, Partner, Wrigleys Solicitors LLP

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
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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/cpd.

Ticket type Price   Qty  
Registration
There is no charge for this event.
Free