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 ... 2 weeks 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... 2 weeks ago | 45 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 Another record-breaking year for AIM, but what for 2021? Chris Boxall, Derek McLay Last year was the year no one expected. With lockdown restrictions and Brexit uncertainty financial markets were thrown into turmoil. However, London’... 8 months ago | 49 mins BMO Adviser Edge technical seminar: inheritance tax and volatility Barry Foster and Graham Finlay, Strategic & Technical Sales BMO Adviser Edge is designed to add value to UK advice professionals. In this in-depth two hour technical session, Barry and Graham will focus on 'Inh... 1 year ago | 129 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 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 BMO Adviser Edge: Trust taxation - part 2 Barry Foster, Strategic & Technical Sales Barry takes a high level look at the income, capital gains and inheritance tax implications of trusts. This second and final part focuses on discretio... 1 year ago | 65 mins Update on the 3 March 2021 UK Budget John Williams, head of wealth planning at Nedbank Private Wealth and Rachel de Souza, Partner, Private Client Team at RSM UK With UK national debt at record peacetime levels, there is significant speculation that the UK's chancellor of the exchequer, Rishi Sunak, will have t... 7 months ago | 44 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 Succession Planning Tom Buck, Owner and Managing Director of the Calder Group How to pass on the wealth you create in your lifetime is becoming harder to plan and manage. From multiple marriages, to divorce and taxes, your estat... 2 years ago | 37 mins Kent Reliance for Intermediaries Webinar - Navigating the tax landscape for your Roger Morris, Group Distribution Director and Nathan Goodridge, National Account Manager The session focuses on the introduction of restrictions to income tax relief on 6th April 2017 which has significantly impacted landlords and the prof... 1 year ago | 59 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 BMO Adviser Edge: Trust taxation - part 1 Barry Foster, Strategic & Technical Sales Barry takes a high level look at the income, capital gains and inheritance tax implications of trusts. Part 1 focuses on bare trust and interest in po... 1 year ago | 65 mins Inheritance tax Justin Kelly & Niall Concannon Note: Incorrect timezone may display below if you are not logged into brighttalk. Inheritance Tax - opportunities to reduce CAT pitfalls 3 years ago | 43 mins BMO Adviser Edge: Residence nil rate band part 1 - the main provisions Barry Foster, Strategic & Technical Sales Barry will examine the main provisions of the residence nil rate band legislation, such as what constitutes a qualifying residential interest and a d... 1 year ago | 69 mins BMO Adviser Edge: Residence nil rate band part 3 - RNRB and trust planning Barry Foster, Strategic & Technical Sales When is it (and when it is not) possible for the RNRB to be available where a qualifying property has been left to a trust on death? Barry discusses h... 1 year ago | 56 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 BMO Adviser Edge: Residence nil rate band part 2 - lifetime transfers Barry Foster, Strategic & Technical Sales Barry considers the downsizing provisions of the residence nil rate band legislation using examples and a case study. He will also look at how the gif... 1 year 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 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... 12 months ago | 54 mins Is AIM heading for a fall...or is its outperformance set to continue? Chris Boxall, Stephen Drabwell, Derek McLay AIM continues to outperform the UK main market and continues to attract exciting growth companies. But can it last? Are valuations too stretched? Is... 3 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 Resident non-domiciliaries & overseas investors to the UK Dmitry Zapol, IFS Consultants; Naomi Lawton, Memery Crystal Dmitry Zapol & Naomi Lawton will provide a 45 minute webinar on resident non-domiciles & overseas investors to the UK. In his presentation Dmitry wi... 6 years ago | 45 mins Tax Efficient Investment Planning Obi Nnochiri, Head of Private Client Consultancy at St. James’s Place At NonExecutiveDirectors.com, we work with leading companies and expert advisors to bring you business information and insight. Our latest free webina... 4 years ago | 55 mins Load more
