Reading October 2019 Meeting 

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.

ALSO... Safe as Houses - David Atherton 

Owning a property is often a good investment in the south east in particular, but sometimes it is not. David will use some case studies to illustrate simply and graphically some subsidence and contaminated land related pitfalls.

David is a Director of Peter Brett Associates, now part of Stantec, and has been involved with regeneration, remediation and new build from an individual property level to town scale.

David's presentation will be an enlightening and entertaining look at some of the local pitfalls (literally!) of investing in property.