CPD Horizon Series: Tax planning for life’s key events
7 May 2024
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At Triple Point, we’re helping UK advisers unlock the investment and tax planning opportunities that make a difference and help build even stronger relationships with your clients.
As part of that commitment, we’re holding a series of workshops across 16 locations in May and June. They count for two hours of structured CPD and will include:
- Exploring planning scenarios where tax efficient investments could help you meet your clients’ goals
- Roundtable discussions with your peers
- How to grow your business by leveraging your professional connections
Agenda
09:00 - 09:30 Registration and breakfast
09:30 - 10:15 Presentation on tax planning for life’s big events
10:15 - 11:15 Roundtable discussions on planning scenarios
11:15 - 11:30 Closing remarks
Light refreshments will be served throughout the morning.
Please join us - Reserve your place
Important information
Tax treatment depends on the individual circumstances of the investor and is subject to change. This financial promotion has been issued by Triple Point Administration LLP which is authorised and regulated by the Financial Conduct Authority no. 618187.
