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The information in this area of the website is for UK-based financial advisers only.
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What our Ventures team looks for in a business founder
In this latest Views from the Investment Desk, our Ventures team discuss some of the character traits they look for in founders they choose to work with.
The Triple Point team walk through practical Business Relief case studies, including planning around pensions, upcoming legislative changes, and how advisers can respond effectively.
In this session, Nick Bird shares proven techniques for better estate planning discussions, including practical tips to help advisers educate, motivate, and connect more effectively with clients.
Shayan Saedi and Georgie Campbell provide a practical introduction to inheritance tax (IHT), covering key Autumn Budget 2024 changes and explaining how Business Relief works, where it fits, and associated risks.
Lucy Dolan, Senior Business Development Manager, and Alistair Maguire, Regional Sales Manager, discuss how VCTs can help clients meet their financial goals.
