Hosted by Morgan Stewart on the 2nd Tuesday of every month at the Mercure Cardiff Holland House Hotel & Spa. Attendees can expect first class speakers and great networking opportunities.
Registration opens at 6pm.
Mercure Cardiff Holland House Hotel & Spa
24-26 Newport Rd
CF24 0DD Get Directions
pin Blogs ARE LIVE!
Your regular dose of property insights written by Simon Zutshi
your bi-weekly dose of property insights written by Simon Zutshi
pin Blogs ARE LIVE!
your bi-weeky dose of property insights written by Simon Zutshi
your regular dose of property insights written by Simon Zutshi
Cardiff April 2019 Meeting
Push the big red planning button - Linda Wright MBA DipTP
Linda is a planning consultant advising and obtaining planning permission for property developers and investors across England and Wales. She is a key note speaker, writer and guest lecturer at Manchester, Liverpool and Bolton universities
She has enjoyed a successful 35-year career in planning in both the public and private sectors – with the result that she has usually seen most planning problems before. Her pragmatic approach and insight into the planning system have been described as ‘invaluable’. She is truly a gamekeeper turned poacher.
Linda’s presenting style is both informative and entertaining – she says ‘Let’s face it the English planning system can be a minefield so we have to inject a little humour to make it tolerable.’
The USP on her CV is that she worked for several years as a senior planner for the Government on the island of Bermuda.
Linda's presentation for 2018 is ‘Push the Big Red Planning Button’ – where she invites you to ‘press a button’ on some of the planning and property issues trending at the moment. There are 12 topics to choose from.
Asset protection made easy - Right Plan Insurance
At this month's pin meeting, one of Right Plan's advisors will teach you about some of their industry’s best kept secrets. Options 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.
During their presentation they will demonstrate how specific insurance policies and trusts benefit you and your family, by minimising inheritance tax (IHT) and maximising your legacy.
With only 6% of all life policies ever sold being written into trust, the mere absence of this document has heavily contributed to the £5.2 billion paid in IHT during 2017/18. They will explain how easy it really is to set up a trust so more goes to your family.
You’ve worked hard to build your portfolio and build a legacy, so make sure it’s passed on to those you choose, 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.