Our third and final masterclass of 2015 took place last week and we received some excellent feedback. Following on from changes announced by the government earlier in the year, the event saw us turn our attention to the topic of Inheritance Tax.
Due to popular demand, we held two sessions this time – a breakfast seminar in the morning and then a further session at lunchtime.
Feedback from the event included:
“Many thanks – very useful”.
“The presentation about the life assurance was really helpful especially the accumulation and maintenance plan”.
“Very well organised”.
“Very interesting – great session”.
As one of the few financial planning firms in the North West registered for CPD, all of the professionals that attended received 1.5 CPD points.
Having now brought a close to our Masterclass series for 2015, we would like to thank all of the speakers that have participated in this year’s sessions. In addition, thanks to all of the professionals that attended – we hope you found the sessions as enjoyable and informative as we did.
We are already looking forward to putting together a great programme of topics and speakers for next year. Having gauged interest in topics from our previous attendees, we hope the sessions for 2016 will prove just as useful for the professional community.
Our masterclasses are always popular and we have limited availability, so be sure to look out for updates about our next event, to be held in February 2016.
Remember that as well as being used for our own events, we are happy to offer our boardroom for fellow professional contacts to utilise for their own sessions free of charge.
Based in the centre of Hale, our offices are in a convenient location for clients to access, with space for up to 20 delegates in the room. For more information, please get in touch with us.