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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.
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.
This webinar explores how AI has rapidly evolved and what that means for businesses today. The panel will cover practical ways to use AI to scale, common challenges and how to overcome them, key tools advisers should be using, and the opportunities available to firms that act early, along with why starting small now matters.
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.
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.
