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Investment managers Deepbridge Capital, Foresight, Puma Investments, TIME Investments and Triple Point have joined forces to tour some of the most iconic sports venues across the country, providing a series of educational seminars for financial professionals.
The events will feature an educational session from each provider, covering the following topics:
- Intergenerational planning – how tax efficient investing can support conversations with clients
- How investment reliefs and allowances, such as the Residence Nil Rate Band, can be maximised using wills and trust planning
- Accessing alternative or non-standard assets through tax efficient vehicles and the role this may play in diversifying client portfolios
- Providing real value through venture investing
- Supporting business owner clients draw capital tax efficiently and plan for later life
The events will also offer the following:
- A minimum of two hours structured CPD
- Light breakfast, tea and coffee will be provided
- Networking opportunities with other financial professionals
- Following the event there will be lunch provided
An optional stadium tour following the events will be available for all attendees, you can register your interest in this as part of the sign up process. Please follow the 'register here' link below to your local event where you can find out more information about the event and the timings on the day.
If you would like to join us for the event, please do so by registering below. We would like to extend this invite to any of your colleagues who would also like to attend.
By signing up to this event you consent to the sharing of your data with the five presenter firms. The data will be managed in accordance with their individual privacy policies.
