Face to Face CPD Breakfast Event at Alverton Hotel, Truro
FACE TO FACE PFS MEMBER EVENT: PLYMOUTH & CORNWALL PFS MEMBERS HAVE PRIORITY IN RESPECT OF BOOKINGS.
This 1.5 hour CPD breakfast session is suitable for PFS members and takes place at the Alverton Hotel, Truro, TR1 1ZQ. The event is provided by Bordier and Foresight, split into two parts. After breakfast rolls and pastries delegates will receive two presentations as detailed below.
Part 1 - Stuart Price, Business Development Manager at Bordier
45 min presentation is titled – Navigating the complex world of retirement income advice
- Highlight – areas for consideration/improvement
- Outline – good practice for retirement income advice
- Understand – the implications of sequencing risk
- Examine – support to help manage client expectations
- Learn – different investment approach for drawdown
Part 2 – Foresight – Oliver Wilde, Senior Business Development Manager at Foresight
Presentation - Utilising Business Relief for IHT planning and navigating the new budgetary changes
- Understand Business Relief (BR), Protection and Inheritance Tax Solutions
- How the Budget has affected Business Relief for IHT Planning
- Foresight Solutions
- Consider the application of BR in tax planning for clients
- Ways to identify BR opportunities within your client ban
To book your place, contact Oliver Wilde at Foresight owilde@foresightgroup.eu
Venue
- Alverton Hotel
- Tregolls Rd
- Truro
- TR1 1ZQ
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CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 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.