To ensure you leave with valuable takeaways to share with clients, I will summarise the key features, benefits and risks of some of the investment solutions offered by Blackfinch. This will include both the Blackfinch Adapt IHT Service & Blackfinch Adapt AIM ISA Portfolios.
I am delighted that I will be joined by our Head of AIM Investments,
Chris Swanepoel, who will be on hand to share his insights.
Finally, I will also outline how our Thrive Corporate Management Service can provide a solution for those who have excess cash in a business that could be working harder for them, as well as retaining/qualifying for Business Relief and Business Asset Disposal Relief (formerly known as Entrepreneurs’ Relief).
We look forward to seeing you there!
1 hour of structured CPD not to be missed!
Book your place using the registration button above.