Inheritance Tax with Puma Investments

Join us on June 3rd at the Park House Hotel, Shifnal, TF11 9BA, 9am arrival for a 9:30am start. Breakfast roll, Tea & Coffee will be available.

Join James Ramsay – Head of Investment Product Management at Puma Investments (former Head of Tax Advantaged Investments at Allenbridge), where he will look at the recent changes to Inheritance Tax in the context of Business Relief and how these solutions can help reduce your clients IHT liability especially for pension assets. He will also discus how advisers can add additional value to clients through portfolio construction in the BR space, considering Debt vs Equity exposure, Asset Backed versus Enterprise Value BR solutions and other key considerations that need to be made when advising in this area.