Forthcoming events
This month
Estate Planning Opportunities, Pension Challenges and Insurance Considerations
The Insurance Institute of Aberdeen are delighted to have a breakfast session with Fiona Clarke of Burness Paull Solicitors, Kirsty Anderson of Quilter and David Cunningham of Royal London to discuss and explore Inheritance Tax Planning, challenges with pensions and considerations around insurance for estate planning. The session will commence with breakfast rolls, tea and coffee before hearing from the panel of speakers.
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Family law matters for financial advisors hosted by Brodies LLP
Upon the breakdown of relationships, it is not unusual for individuals to seek the advice of a solicitor specialising in family law. They will also seek the advice of their financial advisor. It is less common for individuals to seek the advice of a family law solicitor before making big financial decisions during a marriage or cohabiting relationship. Oftentimes, only a financial advisor's advice is sought. That could be a costly mistake. Decisions which are made to mitigate tax liabilities and for other business reasons can lead to a client's position being severely compromised in the event that their relationship subsequently fails.
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PFS Aberdeen Autumn Roadshow
Wealth and cashflow planning helping clients visualise their future Our Autumn Roadshows will focus on the intrinsically linked topics of cashflow and wealth planning. We’ll also cut to the chase on exactly how AI is already driving real efficiencies within advice firms.
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