A local and regional series of themed networking events
PLEASE NOTE: Due to the Covid outbreak, we are holding our events ONLINE via Zoom - more information and alternative dates will follow soon.
How to use ZOOM....
We will be exploring three main themes:
Creativity – focusing on all aspects of the creative sector, such as film and music, with major economic as well as cultural benefits to the area.
Innovation – encouraging a diverse range of new and expanding businesses of all sizes, to develop new skills and opportunities.
The Built Environment – looking at best practice in the design and infrastructure of our towns and cities.
The events will allow participants to reach other people and businesses who share common interests, and an aspiration to work together.
INHERITANCE TAX PLANNING
9TH JUNE 2021
Online via ZOOM
National peer group (IFAs) - INVITATION ONLY
Structured Products, Deposits and Bespoke Offerings- a presentation and Q&A with MBSI (Barclays)
APR 21st 2020
11.00 - 12.30pm
ONLINE VIA ZOOM
What are SPs and how can they be used within a portfolio / client planning? We will talk you through typical products, including the use of indices, capital barriers and payoff profiles.For financial professionals (CPD qualifying) and by invitation only.
Organised by Roger Tull (Positive Solutions)
Hosted by Paul Wilkins (Azzurro Marketing)
Speaker:
David Russell - Account Director, MB Structured Investments (MB Structured Investments)
David has worked as an IFA internationally for 14 years in numerous locations throughout the world. He holds a Diploma in Financial Advice (securities) (DipFA) from the Chartered Institute of Securities and Investments.
Followed by group discussion.
Covid-19 in the workplace, the do's and don'ts
APR 27th 2021
ONLINE VIA ZOOM
This event looks at Covid-19 in the workplace - from mandatory testing to mental health: the do's and dont’s for employers.
Dawn Robertson, Partner at Rooney Nimmo will be presenting her take on Covid-19 in the workplace - from mandatory testing to mental health: the do’s and don’ts for employers.
Join us and find out just where you stand and how to mitigate your liabilities in the workplace.
Organised by Roger Tull (Positive Solutions)
Hosted by Paul Wilkins (Azzurro Marketing)
Speaker
Dawn Robertson
Partner, Rooney Nimmo (Rooney Nimmo). With two decades of experience, most recently as a partner in another Scottish law firm, Dawn has significant expertise at advising on employment law matters, from issues arising from company acquisitions and sales to complex disciplinary, capability or grievance matters.
Followed by group discussion.
National peer group (IFAs) - INVITATION ONLY
Inheritance Tax Planning using AIM portfolios and AIM ISAs
June 9th 2020
11.00 - 12.30pm
ONLINE VIA ZOOM
Join Nadia Halila, Senior Business Development Manager, Puma Investments for a short session about how an AIM service could benefit your clients. Nadia will cover topics including:
• Background and make up of the AIM market
• Using AIM/AIM ISA for IHT planning
• Planning scenarios and platform availability
• Structure and performance of the PUMA portfolio
For financial professionals (CPD qualifying) and by invitation only.
Organised by Roger Tull (Positive Solutions)
Hosted by Paul Wilkins (Azzurro Marketing)
Speaker:
Nadia Halila - Senior Business Development Manager Puma Investments Puma Investments)
Nadia is a qualified financial planner, with a particular specialism in Inheritance Tax products.
Followed by group discussion.
Our venues are centrally located with good transport links and plenty of (paid) parking.
How to reach our venues:
The Venues
The Hive - Southend
The Old Central Library, Victoria Ave, Southend-on-Sea SS2 6EX
Central London
Moor Place, 1 Fore Street Avenue,
London EC2Y 9DT.
