We are delighted to be hosting a number of breakfast workshops in our Newcastle Office this March where we will be discussing a range of relevant topics, all of which will be CPD accredited and qualifying.

Workshop content

AIM IHT advantages

A look at the advantages of holding an AIM portfolio for the benefit of gaining Business Relief (BR) for Inheritance Tax mitigation.

Identifying Clients

A refresher as to the different types of clients that can benefit from Business Relief.

Vertem’s Portfolio Construction approach

How Vertem’s approach to portfolio Construction can be beneficial for AIM portfolios.

Vertem’s Investment Research Process

Gain an insight into Vertem’s unique investment research process and cover examples of individual stock research.

Liquidity & Volatility

How liquidity can be increased and volatility reduced in an AIM portfolio.

 Workshop dates

All of our workshops will be held at our Newcastle office in Jesmond (above Pizza Express). To register for one of the above workshops, please provide your details below and select which workshop you would like to attend. (Your place will be confirmed via email therefore please make sure the information you provide is correct).

Should you have any issues registering or have any queries about the upcoming workshops please feel free to contact us and we will be happy to help.

Register below