Blackfriars November 2020 Meeting 

Why invest in commercial property - and why not?  - Suzi Carter

With the recent changes in legislation and the residential property tax regime, more investors are starting to invest in commercial property.  

Suzi’ Carters new talk entitled “Why Commercial Property – and Why Not?”, will give invaluable tips how to profit from commercial property investment.   This is a very specialist sector that Suzi hopes to be able to de-mystify, and to give hints and tips how to maximise profits from investing in retail, offices and industrial property. 

Suzi is a Chartered Surveyor with over 20 year’s experience in the commercial property sector.  She has worked for some of the UK’s largest property companies and agents, latterly being a Director at Land Sec PLC, the UK’s largest REIT.  Suzi now has her own property investment company and consultancy business.  

During Suzi's presentation, you will gain:

• An introduction to investing in commercial property, learning from Suzi’s 20 plus years of experience in working in this sector.
• A demonstration of how you don’t need to do ANY works to a commercial property to increase the rent AND the capital value!
• An overview of the current market in each commercial sector – and how this can inform your investment decisions
• Valuable hints and tips how to profit from investing in commercial property.

ALSO... Insuring IHT & Protecting your legacy ​​​​​​- Right Plan Insurance

Matt Carpenter, one of Right Plan's advisors will show you how to protect your assets and demonstrate how specific insurance trusts will benefit you and your family, by minimising inheritance tax (IHT) and maximising your legacy

He will be sharing with you some of  their industry’s best kept secrets that could save you up to 49% on life insurance by simply taking advantage of HMRC-endorsed plans that are rarely spoken about or advertised.

With only 6% of all life policies ever sold written into trust, the majority of people are getting short changed on what they think they are insuring. Right Plan will be helping you to put this right, making sure you aren’t one of the masses who inadvertently heavily contribute to the 5.4 billion pounds paid in IHT every year.

You’ve worked hard to build your portfolio and build a legacy, so make sure it’s passed on to those who matter, and they will show you how!

 Covered In the presentation will be:

• The Importance of writing policies into trusts.
• How to minimise your inheritance tax from insurance pay-outs.
• HMRC indorsed and tax efficient options many people are unaware of