Milton Keynes October 2019 Meeting 

The School of Hard Knocks!  Lessons learned at the coalface – Richard Kerrison

All property investor's know that to find great property deals you need to get your message out there, but most importantly you need to be personable (after all this is a people business!).

Richard will take us on a journey through how a deal was sourced from a motivated seller and brought to a conclusion as a major investor.

During this presentation you will learn:

• Why telling everyone what you do is so important.
• How to build relationships that yield massive results.
• How to get creative.
• How to get the best from your Estate Agents.
• How we could be working together.

By the end of the presentation you will see that it is possible to achieve massive results, have fun, make friends and create absolute win/win situations by being creative, pro-active…but above all focused. 

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.