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Jun 26

The New Tax Landscape: Planning Beyond the Allowances

Join Canada Life and boutique DFM, Casterbridge, as we explore how October's Budget changes are bedding-in and reshaping client planning needs. Discover the growing role of offshore bonds and trusts - especially when paired with Discretionary Management - to deliver planning and cost efficiencies. We’ll cover CGT, estate planning, and how to add real value in the post-budget landscape.

Solent Hotel & Spa
Rookery Ave, Whiteley, England PO15 7AJ
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Thursday, June 26, 2025
08:30am - 10:00am

Free