Agenda:
09:30 – Compliance Update
10:15 – Tax Efficient Vehicles – VCTs/EIS
11.15 – Break
11.30 – The new pensions world post LTA abolition
12:15 – Break
12:30 – Mentoring in the workplace
13:15 – Lunch Break
14:00 – Due Diligence Vs Research
14:45 – Tax and Estate Planning
15:15 – Break
15:30 – Get It Write: Masterclass in effective communication
16:00 – Creating SMART Client Objectives
