The views and opinions expressed herein are those of the authors and do not necessarily reflect the views of LGBR and its affiliates or employees. The information set forth herein has been obtained or derived from sources believed by the authors to be reliable. LGBR does not make any representation or warranty, express or implied, as to the information's accuracy or completeness, nor does the author recommend that the attached information serve as the basis of any investment decision and it has been provided to you solely for informational purposes only and does not constitute an offer or solicitation of an offer, or any advice or recommendation, to purchase any securities or other financial instruments, and may not be construed as such.

Location: East Anglia

21 Jun 2017

IHT Seminar – Newmarket

We are hosting a series of seminars this Q3/Q4 on estate and succession planning, designed to help advisers and their clients plan for the 2017/18 tax year and beyond. Failing to effectively plan ahead for the next generation can potentially leave families with problems to unpick including a tax bill to pay. Our CPD accredited […]

We are hosting a series of seminars this Q3/Q4 on estate and succession planning, designed to help advisers and their clients plan for the 2017/18 tax year and beyond.
Failing to effectively plan ahead for the next generation can potentially leave families with problems to unpick including a tax bill to pay.
Our CPD accredited seminar will act as a refresher on the inheritance tax rules and will also provide financial planning ideas to benefit your clients and potentially unlock professional connections.

Agenda

  • Business Relief, uses  & benefits
  • Gifting and the Residency Nil Rate Band
  • Dementia, POA and Business relief
  • Sale of Business & sheltering from IHT
  • Using VCTs as a pension planning alternative
  • Looking at AIM for IHT purposes

The Breakfast will run from 08:30am to 10:00am and structured CPD credits are available.

Places are limited, so please contact the LGBR sales team by email or phone on 020 3195 7100 to reserve your place.

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21 Jun 2017

IHT Seminar – Norwich FULL

This event is now full, please do not register. We have a second afternoon seminar starting at 2.30pm on the same day. To register please click here, or contact the sales team  by email or phone on 020 3195 7100. We are hosting a series of seminars this Q3/Q4 on estate and succession planning, designed to help […]

This event is now full, please do not register. We have a second afternoon seminar starting at 2.30pm on the same day. To register please click here, or contact the sales team  by email or phone on 020 3195 7100.

We are hosting a series of seminars this Q3/Q4 on estate and succession planning, designed to help advisers and their clients plan for the 2017/18 tax year and beyond.
Failing to effectively plan ahead for the next generation can potentially leave families with problems to unpick including a tax bill to pay.
Our CPD accredited seminar will act as a refresher on the inheritance tax rules and will also provide financial planning ideas to benefit your clients and potentially unlock professional connections.

Agenda

  • Business Relief, uses  & benefits
  • Gifting and the Residency Nil Rate Band
  • Dementia, POA and Business relief
  • Sale of Business & sheltering from IHT
  • Using VCTs as a pension planning alternative
  • Looking at AIM for IHT purposes

The Lunch will run from 12:00pm to 2:00pm and structured CPD credits are available.

Places are limited, so please contact the LGBR sales team by email or phone on 020 3195 7100 to reserve your place.

Read More
28 Mar 2017

IHT Seminar – Norwich

We are hosting a seminar on estate and succession planning, designed to help advisers and their clients plan for the 2017/18 tax year and beyond.Failing to effectively plan ahead for the next generation can potentially leave families with problems to unpick including a tax bill to pay. Our CPD accredited seminar will act as a […]

We are hosting a seminar on estate and succession planning, designed to help advisers and their clients plan for the 2017/18 tax year and beyond.Failing to effectively plan ahead for the next generation can potentially leave families with problems to unpick including a tax bill to pay. Our CPD accredited seminar will act as a refresher on the inheritance tax rules and will also provide financial planning ideas to benefit your clients and potentially unlock professional connections.

Agenda

  • New Principle private residence tax relief
  • Business Relief, uses  & benefits
  • Sale of Business & sheltering from IHT
  • Generational planning ideas
  • The use of Trusts
  • Working with professional connections

The Lunch will run from 12:30pm to 2:00pm and structured CPD credits are available.

Places are limited, so please contact the LGBR sales team by email or phone on 020 3195 7100 to reserve your place.

Read More
7 Oct 2016

Unicorn Lunch With Chris Hutchinson – Norwich

Unicorn Fund Manager Chris Hutchinson will be hosting a series of meetings in the next few months discussing his approach to investment, stock selection and his philosophy when it comes to running some of the most successful UK equity funds in their sectors. Industry veteran and an FE Alpha manager, Chris will discuss what opportunities he […]

Unicorn Fund Manager Chris Hutchinson will be hosting a series of meetings in the next few months discussing his approach to investment, stock selection and his philosophy when it comes to running some of the most successful UK equity funds in their sectors.

Industry veteran and an FE Alpha manager, Chris will discuss what opportunities he is seeing in smaller companies and give more insight into the benefits of investing in AIM and the expertise that Unicorn can offer in that space across their funds.

Funds in Focus:

For more information on the Unicorn range of funds or if you have any questions please click here or call me on 020 7071 3910.

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26 Jul 2016

Unicorn Lunch With Chris Hutchinson – Norwich

Unicorn Fund Manager Chris Hutchinson will be hosting a series of meetings in the next few months discussing his approach to investment, stock selection and his philosophy when it comes to running some of the most successful UK equity funds in their sectors. Industry veteran and an FE Alpha manager, Chris will discuss what opportunities he […]

Unicorn Fund Manager Chris Hutchinson will be hosting a series of meetings in the next few months discussing his approach to investment, stock selection and his philosophy when it comes to running some of the most successful UK equity funds in their sectors.

Industry veteran and an FE Alpha manager, Chris will discuss what opportunities he is seeing in smaller companies and give more insight into the benefits of investing in AIM and the expertise that Unicorn can offer in that space across their funds.

Funds in Focus:

For more information on the Unicorn range of funds or if you have any questions please click here or call me on 020 7071 3910.

Read More
26 Jul 2016

Unicorn Breakfast With Chris Hutchinson – Newmarket

Unicorn Fund Manager Chris Hutchinson will be hosting a series of meetings in the next few months discussing his approach to investment, stock selection and his philosophy when it comes to running some of the most successful UK equity funds in their sectors. Industry veteran and an FE Alpha manager, Chris will discuss what opportunities he […]

Unicorn Fund Manager Chris Hutchinson will be hosting a series of meetings in the next few months discussing his approach to investment, stock selection and his philosophy when it comes to running some of the most successful UK equity funds in their sectors.

Industry veteran and an FE Alpha manager, Chris will discuss what opportunities he is seeing in smaller companies and give more insight into the benefits of investing in AIM and the expertise that Unicorn can offer in that space across their funds.

Funds in Focus:

For more information on the Unicorn range of funds or if you have any questions please click here or call me on 020 7071 3910.

Read More
1 Mar 2016

Unicorn Asset Management Lunch – Norwich

Join Unicorn Fund Managers Chris Hutchinson, Simon Moon & Fraser Mackersie for an update across the Unicorn fund range and find out what they are hearing from investee companies at an important time for UK Investors. Simon and Fraser will be looking in depth at the UK Equity Income fund at a time when dividends […]

Join Unicorn Fund Managers Chris Hutchinson, Simon Moon & Fraser Mackersie for an update across the Unicorn fund range and find out what they are hearing from investee companies at an important time for UK Investors. Simon and Fraser will be looking in depth at the UK Equity Income fund at a time when dividends from many UK companies in the FTSE 100 are coming under increasing scrutiny, as well as looking at their UK Growth and UK Smaller Companies Fund.

 

Senior Fund Manager & Director Chris Hutchinson will be looking at Unicorn’s tax efficient funds; The AIM ISA/IHT portfolio service and AIM VCT as well as his Outstanding British Companies OEIC.

 

Please click here or contact us on 020 3195 7100 to reserve a place.

Read More
1 Mar 2016

Unicorn Asset Management Breakfast – Cambridge

Join Unicorn Fund Managers Chris Hutchinson, Simon Moon & Fraser Mackersie for an update across the Unicorn fund range and find out what they are hearing from investee companies at an important time for UK Investors. Simon and Fraser will be looking in depth at the UK Equity Income fund at a time when dividends […]

Join Unicorn Fund Managers Chris Hutchinson, Simon Moon & Fraser Mackersie for an update across the Unicorn fund range and find out what they are hearing from investee companies at an important time for UK Investors. Simon and Fraser will be looking in depth at the UK Equity Income fund at a time when dividends from many UK companies in the FTSE 100 are coming under increasing scrutiny, as well as looking at their UK Growth and UK Smaller Companies Fund.

 

Senior Fund Manager & Director Chris Hutchinson will be looking at Unicorn’s tax efficient funds; The AIM ISA/IHT portfolio service and AIM VCT as well as his Outstanding British Companies OEIC.

 

Please click here or contact us on 020 3195 7100 to reserve a place.

Read More
6 Jan 2016

Seneca Partners Meetings – Norwich FULL

Seneca Partners Tax Event Manager: Seneca Partners Location: East Anglia Venue: Norwich We are holding Meetings with Seneca Partners, manager of the Seneca EIS Portfolio Service in the Norwich area on 13th January, to arrange a meeting please click here or call 020 3195 7100. The meetings will cover: An introduction to Seneca Partners Government changes to regulations Tax mitigation […]

Seneca Partners Tax Event

Manager: Seneca Partners
Location: East Anglia
Venue: Norwich

We are holding Meetings with Seneca Partners, manager of the Seneca EIS Portfolio Service in the Norwich area on 13th January, to arrange a meeting please click here or call 020 3195 7100.

The meetings will cover:

  • An introduction to Seneca Partners
  • Government changes to regulations
  • Tax mitigation (EIS, IHT)
  • Financial planning ideas (Top tax year end tips)
  • Supporting SME’s in the UK heartlands
  • Working with professional connections and high net worth clients
Read More

Get in Touch

Please do not hesitate to get in touch for further information on LGBR or on the investment products we distribute.

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