Adviser Event | 6 March 2025

Join us for a dynamic and insightful session on Tax, Estate Planning and Outcome-based Investing.

Momentum Global Investment Management is thrilled to collaborate with Andy Lee, a renowned tax and estate planning expert from The Ralstan Group, for a thought-provoking and practical session designed to empower your planning strategies.

📍 Park Royal Hotel, Warrington, WA4 4NS

Agenda

This engaging, case study-driven session will delve into four pivotal topics:

9:00am - Arrival and breakfast/refreshments

9:30am - Andy Lee from Ralstan presents:

  • Autumn budget updates: A practical refresher on deferred elements of the autumn budget that will take effect on 6th April 2025 — what you need to know to stay ahead.
  • Wealth planning for Business Owners: Explore innovative strategies to help clients liquidate assets efficiently and maximise financial outcomes.
  • Baby Boomers and generational wealth transfer: Uncover actionable solutions for Baby Boomer clients focused on succession planning and impactful generational wealth transfer.

10:15am - Jonathan Garner from Momentum presents:

  • Outcome-based planning: Learn how adopting an outcome-focused approach can unlock powerful new opportunities and deliver measurable results.

11:00am - Close