Event: The New Tax landscape: planning beyond allowances
By Matt Cheek — 30 May 2025
FOR PROFESSIONAL ADVISERS ONLY
EVENT: The new tax landscape: Planning beyond the allowances
We are delighted to announce that over the coming months we will be holding a series of face-to-face CPD events with Canada Life International, the first of which is at the Solent Hotel in Fareham on Thursday 26th June 2025.
Join ourselves and Canada Life as we explore how last October’s Budget changes are bedding-in and reshaping client planning needs. Discover the growing role of offshore bonds and trusts – especially when paired with Discretionary Management – to deliver planning and cost efficiencies. We’ll cover CGT, estate planning, and how to add real value in the post-budget landscape.
Speakers:
Will de Baer, Senior Investment Director of the boutique DFM ‘Casterbridge,’ will discuss the advantages your clients can enjoy by investing in direct equity DFM portfolios within the Canada Life offshore bond.
John Chew, Tax and Estate Planning Specialist at Canada Life will give an up-to-date detailed focus on how the budget continues to impact clients’ investments, tax and estate planning considerations.
This seminar will provide 1.5hr of CPD.
If you would like more info on the event and to register, please use the button below:
Important Information
This article is for information only and does not constitute advice or recommendation and you should not make any investment decisions based on it. The views and opinions of this article are those of Casterbridge at the time of writing and may change without notice. Any opinions should not be viewed as indicating any guarantee of return from investments managed by Casterbridge nor as advice of any nature. It is important to remember that past performance and the value of an investment, and any income from it, may go down as well as up and the investor may not get back the original amount invested.