Clerical Medical is holding seminars aimed at hel ping IFAs exp lain the benefits of offshore investments.
The seminars, starting on January 29, will explain how Clerical believes offshore products offer solutions to financial objectives of high-net-worth clients.
The company believes these clients are likely to have diverse financial needs, inc luding estate planning, tax-efficiency, access to capital, income capital gro wth and flexibility.
The speakers are head of international and investment sales Colin Vick ers, financial planning manager Susan Leech and international specialist sales manager Bruce Sawyer.
The seminars will cover offshore opportunities, identifying the profiles of high-net-worth clients, planning an offshore inv est ment strategy and how IFAs can benefit their own businesses by offering offshore solutions.