Estate Planning Opportunities when working with Solicitors
The Insurance Institute of Aberdeen are delighted to have a breakfast session with Fiona Clark of Burness Paull Solicitors, Kenny McCall of Utmost and David Wilson & Tony Whincup of Close Brothers to discuss and explore Inheritance Tax Planning and Estate Planning opportunities.
The session will commence with breakfast rolls, tea and coffee before hearing from the panel of speakers from Utmost, Close Brothers and Burness Paull.
The session will cover the use of bonds, trusts, investing in smaller companies to obtain business relief and the use of Family Investment Companies.
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
2 1/2 hours' CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.