Templepatrick, Belfast
4 June 9:30 am - 12:00 pm
Free
| 10:00 – Welcome | Katherine Lategan, Business Development Director, Tatton Investment Management | |||
| June 2025 Investment Update and Outlook Session: | Sam Leary, Senior Investment Specialist, Tatton Investment Management | |||
| Big Pensions News from the Autumn Budget : | Andrew Tully, Technical Services Director, Nucleus Financial | |||
| 12:00 – 13:00 Buffet Lunch and Networking | ||||
Speakers and Topics:
Sam Leary | Senior Investment Specialist | Tatton Investment Management
Sam will be providing the June 2025 Investment Update and Outlook session and an overview of the Tatton proposition.
As a Senior Investment Specialist, Sam represents Tatton’s Investment Team. As a member of Tatton’s Investment Committee his experience and insights are integral to decisions taken by the committee. Sam is a familiar face to supporting adviser firms, providing financial advisers with in-depth market detail and analysis as well as first-class day-to-day technical investment support.
Andrew Tully | Technical Services Director | Nucleus Financial
Andrew will be covering the big pensions news from the Autumn Budget – the inclusion of pensions within the Inheritance Tax (IHT) framework from 2027. He’ll explore what the forthcoming pension IHT changes mean in practice, Estate planning as well as the current direction of IHT wrappers and Trusts.
As the Technical Services Director, Andrew is well-known and a highly respected pensions expert and industry commentator. His career spans almost 35 years working in high-profile roles across the sector.
Kindly select the register button above to secure your seat or email [email protected] for assistance.
Attendee Ticket
Hilton Doubletree Hotel, Templepatrick, Belfast, BT39 0DD