Blackfinch, Fidelity International and HSBC Life have once again joined forces to bring you another 90 minutes of structured CPD over lunch and refreshments. We know as a group we delivered a set of highly informative presentations in mid-February at this location and as they were so well received, we wanted to ensure we continued to support the adviser community in the South West with another trio of sessions ensuring you’re kept up-to-date with further education on the investment and tax environment.
Here’s what to expect at this session….
Blackfinch open the session with a masterclass focusing on the evolving Inheritance Tax landscape, the evolution of the Business Relief investment market and an investment update covering UK Property Development Lending, Asset Backed Lending, Renewable Energy and Forestry. Finally, the session will share some key takeaways for advisers to identify those who should consider an unquoted Business Relief investment and how Blackfinch’s enhanced product offering could provide a solution.
Fidelity provide a broad macro-overview, looking at the investment landscape in 2024 and outlining the risks and opportunities investors will encounter over the next 12 months. They will consider the drivers of asset allocation and the factors that will continue to influence those allocations going forward. The focus will then turn to the world of passive Multi-Asset investing - a consideration of what to look for in passive instruments, as well as an overview of some of the key biases and weaknesses of investment vehicles in this space. This will also involve an evaluation of asset allocation and correlations worth considering when building an investment proposition.
The event draws to a close with HSBC Life's deeper dive into how changes to Capital Gains Tax and the Dividend Allowance strengthen the potential benefits of Onshore Bond investments. The team will also consider how the HSBC Onshore Bond can be used as part of Inheritance Tax and Legacy Planning strategies.
Not to be missed!
We look forward to welcoming you for another insightful event in the area.