The Way Group has launched a series of seminars devoted to how financial advisers can connect with new prospects in regard to IHT mitigation.
The tour opens in Ashford, Kent on 5 November 2010 and winds up three weeks later in Truro, Cornwall on 25 November.
A senior Way team will be presenting on themes related to current legislation, the frozen nil rate band and the Dotas regime and how they directly impact on advisers and their clients.
“Many IFAs are unaware that there are a number of innovative investment strategies available to them,” says Way director Eddie O’ Gorman.
“It is vital, as we know, to use the correct trust, and not simply for estate planning, family wealth preservation: in these days of punitive taxation, where the government is looking to maximise revenue from all areas, the use of tax-efficient solutions is likely to be more in demand than ever.”
The seminars will also be examining new territories, such as co-operative working relationships with professional partners and how these can broaden the service IFAs provide to clients.