Search results Search for: Search Refine your results by duration: Any Under 5 mins Under 20 mins Over 20 mins Sort by: Relevance Views Date How can AIM help your clients’ Inheritance Tax planning? Stephen Drabwell, Derek McLay In the last year, HMRC has accumulated record levels of Inheritance Tax revenue and there has been a significant growth in demand for Inheritance Tax ... 3 days ago | 42 mins The growth of Equity Release for Inheritance Tax Planning purposes Matthew Arena at Brilliant Solutions, Stuart Powell at Ocean Mortgages and Billy Burrows Equity Release has seen a growth of the amount used for gifting to family over recent years, however the total amount gifted is still less than £440 m... 4 days ago | 45 mins Positive & Sustainable Growth in AIM for IHT. Unlocked! Chris Boxall, Derek McLay Investing in AIM for positive & sustainable growth. A gimmick or a product of the ever-evolving AIM market? Join us for our next webinar session where... 5 months ago | 56 mins TUNE UP: Myth busting - 10 Tax myths busted Les Cameron, Head of Technical, Prudential and Colin Simmons, Business Development Manager, Prudential Les Cameron, Head of Technical and Colin Simmons, Business Development Manager both from Prudential are myth busting again. Join them as they discus... 3 months ago | 68 mins Aubrey Capital AIM IHT Service John James, Jay Younger, Sean Hawkins Aubrey's new AIM IHT Service leverages institutional fund management expertise to deliver a quality proposition to this market. 7 months ago | 33 mins IEP Private Real Estate: the essential core of any Business Relief portfolio? Matt Dickens & Simon Harryman, Senior Business Development Directors, Ingenious Our speakers discuss 6 ways Ingenious Estate Planning (IEP) aims to deliver better outcomes in later life for investors than comparable Business Relie... 4 months ago | 33 mins TUNE UP: Myth Busting - demystifying pensions (& death) Les Cameron, Head of Technical, Prudential and Colin Simmons, Business Development Manager, Prudential Les Cameron and Colin Simmons of Prudential will be busting a number of myths and in the process demystifying pensions and death. Looking at interg... 7 months ago | 66 mins Octo TUNE UP: Trust in Bonds Lee Robertson, Mark Green, Mark Lambert Octo members love to dig into the deeper technical detail and have been asking for a deeper debate on many Trust and Tax technical aspects. You asked ... 6 months ago | 47 mins Aubrey Capital AIM IHT Service John James, Portfolio Manager. Jay Younger, Analyst. Sean Hawkins, Strategic Partnerships Manager, Ascentric. AIM is an increasingly relevant means of IHT mitigation. Can institutional fund management benefit advisers and their clients? Aubrey Capital Manageme... 1 year ago | 32 mins Are AIM tax reliefs at risk? Stephen Drabwell, Derek McLay The Chancellor of the Exchequer Rishi Sunak recently delivered his spring budget to set out the Government's plans for taxation and spending for the u... 6 months ago | 42 mins Aubrey Capital AIM IHT Service John James, Jay Younger, Sean Hawkins Aubrey's new AIM IHT Service leverages institutional fund management expertise to deliver a quality proposition to this market. 11 months ago | 28 mins AIM & ESG - do they mix? Derek McLay, Chris Boxall This year has seen record levels of investment into sustainable and responsible investment. The same can be said for the year previous and the year be... 10 months ago | 48 mins How wealth managers can help to close the care planning gap Matt Dickens, Senior Business Development Director, Ingenious and David Nugent, Managing Director, Grace Consulting We have teamed up with Grace Consulting, one of the UK’s leading care advisory services, who will explain how wealth managers can play an integral rol... 6 months ago | 47 mins Amati AIM IHT Portfolio Service David Stevenson and Anna Macdonald Amati Fund Managers David Stevenson & Anna Madonald offering an overview of the Amati AIM IHT Portfolio Service and an update on recent portfolio acti... 1 year ago | 38 mins All you need to know about investing in AIM for Inheritance Tax Derek McLay, Stephen Drabwell Inheritance tax is the most hated tax in the UK and clients are looking for you to help them reduce or eliminate it altogether. But this is not the on... 1 year ago | 37 mins Just how valuable is AIM to the UK economy? Chris Boxall, Derek McLay Covid-19 has had an unprecedented impact on jobs, businesses and livelihoods. As the vaccination program rolls out, attention is beginning to shift to... 7 months ago | 49 mins Beating the later life planning challenges of 2021: tax, volatility and care Simon Harryman, Matt Dickens, Simon Palmer Our industry has adapted quickly to absorb the seismic changes brought about by the pandemic. We know that 2021 poses a range of challenges when it co... 7 months ago | 47 mins The Truth about Risk in AIM Derek McLay, Chris Boxall The Truth about Risk in AIM 12 months ago | 49 mins The changing face of pension death benefits - the facts & planning opportunities Clare Moffat, Royal London The changes to death benefits have had a fundamental impact on advisers, their clients and also the beneficiaries of clients. However, there has also ... 10 months ago | 68 mins Session 1 - Inheritance Tax Fundamentals and Business Relief Sam Jermy, Business Development Director, TIME Investments The first session is designed for those seeking an introduction to Inheritance Tax (IHT) and Business Relief (BR). We will briefly cover the history, ... 1 year ago | 66 mins How can AIM help you and your clients? Derek McLay, Stephen Drabwell How can AIM help you and your clients? 11 months ago | 37 mins Tax Planning Update John Woolley, Managing Director, Technical Connection 1. TAXATION OF CHARGEABLE EVENT GAINS UNDER BONDS • Important Budget changes • How the reliefs, allowances and tax bands interact • Planning encashme... 1 year ago | 72 mins Post-Covid opportunities in AIM you should be paying attention to.. Chris Boxall, Stephen Drabwell, Derek Mclay Post-Covid Opportunities in AIM: Webinar Discussion Session with Fundamental Asset Management. Covid-19 has caught the world by surprise and forced u... 1 year ago | 48 mins Value Investing - The outlook for alternatives Justin Waine, Investment Director, Puma Investments UK Justin Waine, Investment Director, Puma Investments, will be running through a comprehensive update on the very topical subject of value investing and... 11 months ago | 54 mins The Business Relief advice journey Wayne Readshaw - TIME Investments This session aims to support advisers and planners considering Inheritance Tax planning for clients and will consider how Business Relief qualifying i... 1 year ago | 73 mins Load more
