may, 2020

15may(may 15)10:00 am(may 15)10:00 amWebinar: Business Relief – Estate Planning On Death And In Lifetime

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Event Details

Webinar: Business Relief – Estate Planning on Death and in Lifetime
Hosted by: Countrywide Tax & Trust Corporation Ltd and Guest Speaker Matt Quinn, Foresight Group.
Date:
 Friday 15th May 2020
Time: 10am

Presented by Bob Massey, Spencer Tattam and Guest Speaker Matt Quinn, Foresight Group.

Agenda

  • Business and Agricultural Relief. (BR & AR).
  • A brief guide.
  • Section 39a IHTA 1984: How to plan for interaction in the Will.
  • Sub Fund Planning for HNWs with BR.
  • Cross/ Double Option Agreements.
  • Business disposal prior to sale: How to plan.
  • BR Investments: A brief guide and it doesn’t have to mean HIGH Risk.

About the Foresight Group

The Foresight ITS has not been the top performing IHT-efficient Offer which TER have reviewed in this series. Nor is the cheapest; or the largest, for that matter. Yet, this Offer has some differentiators which TER feel sets it apart from the others.

Foresight as a Group, now has over £4bn in assets under management, and, whilst head-quartered in the UK, they have a global network of offices and employ over 220 people across the Group. They have achieved this through hard work and innovation since Bernard Fairman and Peter English started the Group back in 1984. Which makes them less dependent upon the UK tax-efficient industry than most being reviewed, and they have shown they can continue to attract institutional level funding for their projects.

The Foresight ITS has almost £600m in assets under management across a well-diversified trading strategy across Averon Park, which also has independent directors and publishes full accounts. Decent performance, reasonable fees, a large team and good liquidity, when combined with the strength of the Group, mean we are happy to give the Foresight ITS one of the highest ratings in this sector.

Source: Martin Churchill’s Independent Review

Please note that CTTC Ltd are not regulated by the FCA and do not promote or advise on where clients should invest, the contents of the presentation are generic and for information only.

Register your place

Time

(Friday) 10:00 am - 11:00 am

Organizer

Countrywide Tax & Trust Corporation Ltd

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