Adviser event in partnership with Dentons & Puma

We're excited to be hosting an event on 24 September in Nottingham in partnership with Dentons Pensions and Puma Investments

If you'd like to come along, please register your details below.

Here’s the agenda and outline of the sessions:

William Marshall, CIO at HRIS, will look at the new era for investors - what's happened, what's changed, and what's next.
Stephen McPhillips, Dentons Technical Sales Director, will explore the subject of commercial property - its continuing importance in self invested pensions and the implications of holding commercial property directly within a SIPP or a SSAS in light of the Autumn 2024 Budget proposals to bring pensions within scope of Inheritance Tax. He will address issues such as liquidity and succession planning within schemes as well as outlining the compelling reasons why clients have historically chosen to buy commercial properties in this way.
Phil Payandee, Senior Business Development Manager, Puma Investments, will discuss the recent changes to Inheritance Tax in the context of Business Relief and how these solutions can help reduce clients' IHT liability, especially in the context of pensions forming part of an estate from April 2027.

This event will qualify for 90 minutes of CPD and you'll receive a certificate of attendance after the event has taken place.

Adviser event in partnership with Dentons & Puma - Nottingham 24 Sept 2025