Puma Investments - Join our CPD webinar: Closing the gaps: IHT and Estate planning featuring Tony Wickenden
15 August 2024
Our recent research has highlighted a number of IHT and Estate Planning gaps, that potentially stand in the way of individuals being able to pass their wealth down to the next generation without leaving their beneficiaries with a very significant inheritance tax bill.
Irrespective of any legislative changes the new Labour Government may seek to introduce, IHT remains a pressing financial planning issue that won’t disappear any time soon.
So, what can providers and advisers do now to close these gaps and ensure the best client (and business) outcomes more of the time?
Eliot Kaye, Director of Puma Investments will be talking to special guest speakers:
- Tony Wickenden, Managing Director, Technical Connection
- Phil Wickenden, Founder and Research Lead, Ad Lucem
- Sophie Haslehurst, Chartered Financial Planner, Integrity365
- Andy Burt, Head of Business Development, Puma Investments
Secure your place now:
- Thursday 22 August, 10:00 – 10:50am
- Thursday 29 August, 10:00 – 10:50am
- Thursday 5 September, 10:00 – 10:50am
This webinar is for investment professionals only.
REGISTER HERE
Risk warning
An investment with Puma Investments carries risks, for more information please see below and visit www.pumainvestments.co.uk.
Past performance is no indication of future results and share prices and their values can go down as well as up. Minimum returns are not guaranteed. An investment with Puma Investments can be viewed as high risk. Investors' capital may be at risk and investors may get back less than their original investment. Tax reliefs depend on individuals' personal circumstances, minimum holding periods and may be subject to change. Some investments should be regarded as illiquid and it may prove difficult for investors to realise the proceeds immediately or in full.
