Coventry And Warwickshire February 2019 Meeting 

Serviced Accommodation, Maximising Profits - Steve Barker-Hall 

Steve Barker-Hall will share learnings from his 30 years experience in the property industry, the highs of Financial Freedom & lows including two Financial Crashes. He will share tips from his Holiday Lets & HMO experience, Commercial to Residential conversion & Serviced Apartments.

ALSO... Protecting your Wealth & Assets - Right Plan Insurance 

One of our Right Plan advisors will teach you about some of the industry’s best kept secrets. These could save you up to 49% on life insurance by simply taking advantage of HMRC-endorsed options that are rarely spoken about or advertised.

During their presentation "Protecting your wealth & assets" they will be demonstrating how specific insurance policies and trusts will benefit you and your family, by minimising inheritance tax (IHT) and maximising your legacy.

With only 6% of all life policies being written into trust, the mere absence of this document has heavily contributed to the £4.6 billion paid in IHT during 2016/17.

This is to the detriment of many families which needn't be your story, especially when we offer our advisory service free to all pin members.

Covered In the presentation will be:

•  The benefits of company owned policies over personal plans.
•  The Importance of writing policies into trusts.
•  How to minimise your inheritance tax from insurance pay-outs.