Hosted by David and Beverley Lockett on the 3rd Tuesday of every month at the The Best Western Cheltenham Regency Hotel. Attendees can expect first class speakers and great networking opportunities.
Registration opens at 6pm.
The Best Western Cheltenham Regency Hotel
Old Gloucester Road
Nr Staverton, Gloucestershire
GL51 0ST 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
Cheltenham October 2019 Meeting
Top tips, tools and techniques that will help you turn your property into a property business - Luke Spikes
Whether your decision to invest in property was by accident or by design, the way in which you decide to manage and run it will make a big difference to whether your property ambitions are realised. Or not.
during Luke's presentation, he will bring his 33 years experience of starting and building businesses to bear on helping you start down the path of turning your property ambitions into a dynamic, high-performing property business. Whether you are just starting out and yet to acquire your first property, or you’re a property veteran with an extensive portfolio there’s likely to be a tip, a tool or a technique you can start applying tomorrow.
In this fast paced and interactive presentation, you will learn:
- Why mind set matters and how to go about fine-tuning yours,
- The importance of being clear about your purpose,
- How visualisation can help improve performance and how anyone can do it,
- That your goals and objectives can be whatever you want them to be, but to be effective they must be specific, measurable and time-bound,
- That sometimes doing less can help you accomplish more.
ALSO... 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.