IHT Planning, Succession Planning and Retirement Advice CPD event
Agenda
In-person session covering key themes of Pensions and IHT planning, retirement income advice strategies and succession planning.
Presentations provided by the following speakers:
- Les Cameron (Prudential)
- Richard Parkin (BNY Mellon)
- David Lane (LGT Wealth Management)
Seminar agenda
08:30am - Registration, tea and coffee
09:00am - Les Cameron - IHT and Pension changes
10:00am - Richard Parkin - Retirement Income Advice strategies
10.45am - Break
11.00am - David Lane - Succession and Family wealth planning
11.45am - Charlotte Higgins - Practicalities of FICs
12.00am - Event close
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CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
2 1/4 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.