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