MAIDSTONE CPD EVENT

Tax Advantaged Investments Update

& Centralised Investment Proposition Review

Thursday 4th December

Tudor Park Country Club, Maidstone, ME14 4NQ

12:00 - 14:30

Please join me for a private dining lunch where I'll be joined by Mark Keogh, Head of Asset Management and Gareth Deacon, Head of Multi-Asset.

I will provide an update on tax advantaged investments (Business Relief, Venture Capital Trusts and the Enterprise Investment Scheme), following the Autumn Budget, and will highlight how these legislation-based tax efficient investments, can support a wide subset of clients’ financial planning. This session will highlight pitfalls to avoid, as well as opportunities to take away and use with your clients and professional connections.

Mark will discuss how many adviser firms are beginning to recognise the warning signs that their CIP might be holding them back. Ahead of the event, you might want to consider:

• Do you feel your CIP is a 'black box' you can’t fully explain?
• Are you struggling to justify ongoing charges to clients?
• Is your CIP too rigid, unable to adapt to changing markets?
• Does your current CIP create efficiencies within your business and give you back time? 

If any of these questions resonate, it might be time for a fresh perspective. What you will learn:

• Hear directly from our expert investment team, who will explore "Is it the right time for active investing?" – building on our highly acclaimed Active vs Passive insights.
• Why many firms find their CIP is outdated or misaligned with their values.
• How to assess if your CIP truly serves your firm and your clients.
• What a modern, adaptable investment solution looks like. 

Please register your place via the link below and you'll received a calendar invite to confirm your place.  I look forward to welcoming you for what's guaranteed to be a valuable few hours out of the office.