Accredited With https://thecpd.group Accreditation Number #1017965
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Joining myself will be Alex Funk, PMX CIO and I am pleased to confirm that Brian Radbone, Transact Technical Council will also be delivering an update on changes to Inheritance Tac Planning Key Learnings Buying passive is an active decision: every investment decision, even to use passive funds, is an active choice. Active vs Passive: understand the interplay between active and passive investing strategies and inherent style biases in each asset class or geography. Blending / Hybrid approach: achieving actual diversification by combining both approaches is not as simple as allocating 50% to each. Market inefficiencies: how information is priced and how your clients can benefit from this. Deploy your Active fee budget wisely Practical examples: case studies to illustrate these concepts. Inheritance Tax changes: Brian Radbone will be discussing the increasing change of Inheritance Tax as more people are affected. Brian will investigate the advice that can be offered to clients and the ‘toolbox’ of planning tools that cannot just help mitigate IHT, but ensure wealth reached the intended beneficiaries. This toolbox includes: Individual allowances Potentially exempt transfers Trusts Family Investment Companies Wills and insurance
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