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Workshop with TIME Investments and Investec Wealth Management

Thursday 21 April saw the Edinburgh office bustling over lunchtime when Nicola Gibson hosted a very successful workshop with Elaine Kidd from TIME Investments and Simon Cleaver from Investec Wealth Management.

The trio presented to a group of 15 financial advisors from across the city identifying areas where the financial advisors are able to exploit estate planning opportunities to grow their business whilst adding value to their clients.  The workshop included detailed discussions of the benefits of having up to date Wills and Powers of Attorney in place together with other legal documentation, an Inheritance Tax refresher including a detailed look at the new Residential Property Nil Rate Band to be introduced next year, the use of trusts during life and on death as a planning tool, exploring specific Business Property Relief friendly investments and culminating in some interactive case studies.  All of this was followed by an enjoyable lunch and continued discussions amongst those present.

Limiting the number of attendees enabled the workshop to focus in detail on these areas with an informal round-table format stimulating interaction.  The feedback from the event has been very positive.

This collaboration has really solidified the working relationship amongst Morisons, Investec Wealth Management and TIME Investments, laying the path for similar future events across the central belt.  The next workshop will take place in Glasgow towards the end of the summer and if you are interested in attending this or any such future events, please contact Nicola Gibson.

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