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Feb 02


LONDON EVENT

Educational series of events hosted by Deepbridge Capital, Foresight, Puma, TIME
and Triple Point.

By Deepbridge, Foresight, Puma, TIME & Triple Point
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WHEN AND WHERE


DATE AND TIME

Thu, 2 February 2023, 08:30 – 13:00 GMT


LOCATION

Wembley Stadium Olympic Way London HA9 0WS United Kingdom

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MAP AND DIRECTIONS

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Kurzbefehle
KartendatenKartendaten © 2022
Kartendaten © 2022

500 m 

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ABOUT THIS EVENT

 * 4 hours 30 minutes
 * Mobile eTicket

Investment managers Deepbridge Capital, Foresight Group, Puma Investments, TIME
Investments and Triple Point have joined forces to tour some of the most iconic
sports venues across the country, providing a series of educational seminars for
financial professionals.



The events will feature educational sessions from each provider, focused on the
following topics:

 * Intergenerational planning – how tax efficient investing can support
   conversations with clients
 * How investments reliefs and allowances, such as the Residence Nil Rate Band,
   can be maximised using wills and trust planning
 * Accessing alternative or non-standard assets through tax efficient vehicles
   and the role this may play in diversifying client portfolios
 * Providing real value through venture investing
 * Supporting business owner clients draw capital tax efficiently and plan for
   later life



The events will also offer the following:

 * A minimum of two hours structured CPD
 * Light breakfast, tea and coffee will be provided
 * Networking opportunities with other financial professionals
 * Following the event there will be lunch provided



Agenda of the day

 * Registration from 8.30am
 * Educational CPD session: 9.00am – 12.00pm
 * Lunch followed by optional stadium tour: 12.00pm – 1.00pm


SPEAKERS:



--------------------------------------------------------------------------------


DEEPBRIDGE, FORESIGHT, PUMA, TIME & TRIPLE POINT

Organiser of London Event



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