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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.
This practical CPD session will equip you with a clear understanding of the legislative changes, help you evaluate the impact on your clients, and highlight the planning opportunities you can start acting on now.
With pensions likely entering IHT from April 2027, advisers must rethink planning and prepare for client conversations. This CPD session covers key changes, Business Relief, and how to turn them into actionable client strategies.
Connect the dots across your client’s financial journey – from building a retirement fund to planning for life’s key events and leaving a lasting legacy.
Lucy Dolan explores how upcoming pension rule changes could increase clients’ IHT exposure, sharing worked examples and practical steps advisers can take now to prepare.
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.
Two recent adjustments to the Business Relief allowance coming into effect in April 2026 mean that it could be a solution suitable for a significant number of clients.
