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Skandia hits road on IHT and trust planning

Skandia is hitting the road to educate advisers on tax and financial planning with a free roadshow is says should also “clear the fog” around the Finance Act 2006.


The provider’s tax and financial planning experts will host a free national roadshow, running seminars from September 24 to October 4, across nine locations – Exeter, Norwich, London, Winchester, Newport, Birmingham, Leeds, Glasgow and Manchester.

The seminars will focus on current thinking in the field of inheritance tax planning, as well as income tax and capital gains tax planning opportunities for IFAs.

The speakers will discuss issues that need to be considered when writing effective business for IHT mitigation, including the key advice points for clients before the April 6, 2008 deadline for existing trusts.

Skandia UK chief executive Brett Williams will also speak on the direction of the Skandia business and the launch of Selestic Investment Solutions.

For further information and to register, advisers should visit www.skandia.co.uk/fa/trailblazer.

Speaker, Skandia head of tax and financial planning Colin Jelley says: “The subject of tax and estate planning has seen enormous changes over the past 18 months, and demand for expert advice in this area is set to grow faster than ever.

“It is essential that advisers ensure their knowledge is up-to-date, so that they can maximise the opportunities in this market. However with such rapid changes that can be a challenge. At these sessions we plan to share what we think are the most important issues today as well as what advisers should be doing to tackle them, in order to try and help advisers stay at the top of their game.”

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