Adviser Event with Puma Investments and Canada Life

Register below to join us on 11 November 2024, 11am, at Hymans Robertson's London office.

22 Oct 2024

Hot air balloons at night.

Join us on 11 November 2024, 11am

We're excited to be hosting an event on 11 November in London in partnership with Puma Investments and Canada Life.

If you'd like to come along, please register your details below.

Here's an outline of the agenda and sessions:

11:00 - SESSIONS

  1. Kameel Kapitan, Client Portfolio Manager at HRIS, will provide a market outlook, discussing the fallout from the UK's Autumn budget and US election results, and how this may impact markets going forward.
  2. John Chew, Technical Specialist, Tax and Estate Planning at Canda Life, will focus on the planning opportunities for clients available through the use of bonds and impact of the potential changes to CGT expected in the budget. 
  3. Karen Sullivan, Head of Strategic Partnerships at Puma Investments, will discuss what Labour's first budget means for inheritance tax planning, looking specifically at Business Relief, along with other opportunities for professional advice.

12:30 - LUNCH

13:00 – CLOSE

VENUE: HYMANS ROBERTSON OFFICE, ONE LONDON WALL, LONDON, EC2Y 5EA

This event will qualify for 90 minutes of CPD and you'll receive a certificate of attendance after the event has taken place.

Register here