The Kuber IHT/BPR seminar received strong support from interested and engaged Advisers who were keen to hear from guest speakers James Bradford of Charles Russell Speechlys and Josh Knight of Mariana Investment, who spoke alongside Kuber CEO Dermot Campbell.
The CPD qualifying session covered:
- Technical background: IHT, BPR, EIS
- Tax planning in the current political climate
- Lifetime estate and tax planning
- Investment solutions
- Legal solutions
- BPR-efficient Wills and succession planning
The feed back from the participating Advisers was very positive …
‘Well rounded seminar – good to include , legals , product & platform’ – Jane Stedman Senior Consultant, Financial Planning Brooks Macdonald.
‘Clear presentation – very informative’ – Ivor Harper, Park Financial Ltd
Slides from the seminar are available here