Essential skills and networking for financial planners and general insurance professionals. Complimentary lunch included. Click through to access the booking link.

During this session we will look at why Inheritance Tax is becoming a growing issue for a number of clients, and how Business Relief can complement existing options to mitigate IHT. We will take an in depth look at how Puma can provide one of the most liquid Business Relief plans whilst providing one of the most consistent returning products over the last 10 years, and the main types of client profiles they see utilising Business Relief.

One of our Council members, Kate Barnard, has a small pub in Newcastle and is organising a quiz for us. Snacks will be provided. Numbers are limited so get your place booked as quick as you can.