Press releases

LEGAL & GENERAL TAX PLANNING SEMINAR IS BACK ON THE ROAD IN MAY.

Stephen Bolt, National Sales Director, Platforms and Distribution
Stephen Bolt
National Sales Director, Platforms and Distribution

01 May 2012

Stephen Bolt, National Sales Director, Platforms and Distribution
Stephen Bolt
National Sales Director, Platforms and Distribution

Legal & General Platforms and Distribution is on the road in May with a packed agenda for its new Tax Planning Seminar. With expert presentations on Pensions, Offshore Bonds and Trusts, plus a guest speaker from a local accountancy firm this is one event that should not be missed.

The new events follow the popular estate planning road show held last year, attended by over 400 IFAs, which provided a way for advisers to keep up to date with tax legislation, a source of new ideas and a valuable link up to a local professional body.

Commenting on the event Stephen Bolt, Platforms and Distribution National Sales Director said; “With more than 600 IFAs registered to benefit from the May seminar places are going fast. However, there is still an opportunity for IFAs to sign up for these events around the country and benefit from linking to a local professional business. There are dates and locations across the UK during May*, which helps to keep traveling time to a minimum for those who come along. Registration couldn’t be easier. We have created a Tax Planning Seminar website, which lets you sign up online.”
Note:* - see Dates and Venues list below

Agenda:The seminars run in the morning and should be no longer than 2 hours. The session includes a guest presentation looking at “How the accountancy profession complements the advice market” plus three case studies;

  • Pension Planning/SIPP.
  • Investment Strategies for mitigating higher rate tax.
  • Managing a trust fund.

Refreshments will be provided.

IFAs seeking further information can speak to their usual Legal & General contact or visit the Legal & General Tax planning Seminar web site.

Don’t miss out:

Register at https://www.legalandgeneral-events.co.uk/landgassurance/15/home

 

Dates and Venues

LEGAL & GENERAL TAX PLANNING SEMINAR
DateLocationVenue
 Wednesday 2 May 2012
Solihull 

Motorcycle Museum 
 
Wednesday 2 May 2012
 
Horsham
 
South Lodge
 Wednesday 9 May 2012 
Watford
 
Hilton
 
Thursday 10 May 2012
 
London am

Guoman, Tower Bridge 
 
Thursday 10 May 2012
 
London pm
 
Guoman, Tower Bridge
 Friday 11 May 2012  
Newmarket
 
Jockey Club
 
Tuesday 15 May 2012
 
Southampton
 
Rose Bowl
 
Wednesday 16 May 2012 
 
Reading

Hilton 
 
Wednesday 16 May 2012
 
Newcastle

Marriott Newcastle Gosforth Park 
 
Friday 18 May 2012 
 
Swansea

Liberty Stadium 
 
Tuesday 22 May 2012 
 
Glasgow
 
Hilton
 
Wednesday 23 May 2012 
  
Edinburgh
 
Radisson Blu
 Thursday 24 May 2012  
Bristol

Hilton 
 
Friday 25 May 2012
 
Belfast
 
Radisson Blu

 

 

Tax efficient investing can help minimise the amount of the investment returns that find their way to the Taxman. 

Notes to editors

The information contained in this press release is intended solely for journalists and should not be

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