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Asset 2

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Thursday 9th May | 2pm

What will we be discussing?

With Inheritance Tax (IHT) an all-year-round concern, discussing estate planning strategies with clients has returned to the top of the agenda for many advisers. But there are a number of different IHT planning services in the marketplace, so what makes the Blackfinch Adapt IHT Service stand out from the crowd?

Advisers tell us it’s due to four compelling reasons:

 

A commitment to capital preservation
Value for money
Low volatility and no negative years
Liquidity when it's needed

Investment Director Gordon Pugh will explain how the Blackfinch Adapt IHT Service investment strategies make it a leader in the world of investments that help clients mitigate IHT.  Register for one of the two dates on offer below!

The session will be eligible for structured CPD should you consider this relevant to your professional development needs.

Meet the speakers

Webinar Speakers

Gordon Pugh

Investment Director
 
Gordon started his career in 2001 as an analyst on the EIS team at Close Brothers. He moved to Octopus in 2005, distributing tax-efficient products.
 
In 2008 he helped launch Stellar AM, involved with forestry, hotels, farming, and EIS funds and trading companies for IHT. He has also been involved with media sector investments since 1998, including films for UK television.

Gordon holds the IMC, completed the first stage of the CFA and is a serial EIS investor.
Webinar Speakers2

Jonathan Arthur

Executive Business Development Manager

Jonathan joined Blackfinch with half a decade’s industry experience supporting intermediary businesses in areas of investment management, alternative asset classes and tax-efficient investments.

Previously working at Foresight and holding an International Business Degree, he prides himself on an ability to explain complex concepts with simplicity and clarity and is committed to providing first-class levels of customer service.

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