CPD Webinar Presentation Tuesday 29 September 2020 - Building Sustainable Lasting Legacies
TIME Investments are estate planning specialists with many years of experience. As a leader within the tax efficient sector, they were one of the first to use Business Relief on behalf of investors.
They are renowned for two key attributes; a commitment to investing in high quality assets and a dedication to meeting customers’ expectations. With a focus on managing risk for wealth preservation over the years they have achieved consistent, stable returns for investors.
TIME’s original estate planning service has been running for over 20 years and to date over 1,500 of investors have exited and achieved Business Relief.
About Anna Brooksbank:
Anna joined TIME in April 2014 and works in the Business Development Team covering the North East. Anna is responsible for developing new and existing relationships with financial advisers across the region.
Anna studied English Literature at the University of London and has a Graduate Diploma in Law from the University of Law. Anna was born and raised in Yorkshire and now lives in York having recently returned home after fifteen years in London.
As every adviser knows, no two clients are the same. All will have very different goals and objectives, and understanding these are key when it comes to successful financial planning. In the context of legacy planning, it is also important to gain a true understanding of client’s individual beliefs, values and aspirations. For some clients, legacy planning may be primarily focused on ensuring that as much of their wealth as possible can be passed on to their loved ones. Others may be looking to use their investment power to make a wider positive change, seeking opportunities to invest in sectors that they know will be improving the world for generations to come.
In the context of leaving a legacy, Business Relief investment services can offer a dual benefit. They provide a fast and flexible method of leaving a tax efficient financial legacy to loved ones. They can also provide a direct route to sustainable investment, providing access to sectors such as clean energy generation.
This session will take a deep dive into how Business Relief solutions can provide both benefits. The sustainable investment sectors within our Business Relief service will be explained and analysed. The session will also provide the audience with an in-depth understanding of what planning options exist to help protect and maintain a financial legacy for future generations. These include combining Business Relief with trust planning to create a holistic, tax efficient plan that can satisfy the objectives of such clients. Consideration will be given to how financial planners can work effectively with other professional connections when building sustainable, lasting legacies.
- Using coaching questioning skills and techniques to help clients uncover their own personal and financial legacy aspirations.
- Consider the importance that is being placed on sustainable investments within the context of investing for the future.
- Creatively engage clients in personal and financial legacy planning appreciating how Business Relief can provide a sustainable financial legacy for future generations.
- Understand where wills and trusts can be used most effectively in legacy planning.
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 hour's 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.