FTAdviser Next-Generation Wealth Masterclass 2019
 
How to better assess the inter-generational wealth needs of your clients, and navigate the intricacies of IHT, estate planning and trusts.


Millennials are set to inherit $30 trillion over the next 20 years or so, according to studies last year by UBS. However, in reality, how much of that net worth - often tied up in parents' and grandparents' pensions and properties - will actually be passed on, and passed on tax-efficiently, is another question.

Navigating the intricacies of inheritance tax, estate planning and setting up trusts can be complicated for the average person to understand, which is why financial advice in this area has become increasingly sought-after in recent years.

How can advisers help their clients make tax-efficient gifts to their children and grandchildren, while also making appropriate provision for their own income needs later on in life? What is the most effective way to help the younger generation onto the housing ladder? How can pensioners take advantage of increased flexibility when it comes to passing the pension pot onto beneficiaries?

This event will explore these issues and more to help you better assess the inter-generational financial needs of your clients.

 

This event is free to attend and is for financial intermediaries only. A certificate of attendance will be provided for CPD purposes.


2019 Speaking Faculty
  • Dan Jones, Editor, Money Management & Asset Allocator
  • Bill Dodwell, Tax Director, OTS
  • Jason Witcombe, Chartered Financial Planner, Progeny Wealth
  • Rachael Griffin, Tax and Financial Planning Expert, Quilter
  • Matt Conradi, Head of Advice, Netwealth
  • Nick Bird, Senior Business Development Manager, Octopus Investments
  • Sarah Phillips, Inheritance tax expert, Irwin Mitchell Private Wealth
  • Neil Jones, Market Development Manager, ican, Canada Life
  • George Houston, Technical Director, Mattioli Woods plc
     

  • Jessica Crane, Executive Director and Head of Trusts, London & Capital
     
  • Neil Jones, Market Development Manager, ican, Canada Life
     
  • Dave Wilkinson, Financial Adviser, Foster Denovo
Catch up on some industry news

Iress to launch mortgage client portal 

Back office technology provider Iress has said it hopes to launch a client portal for its mortgage software soon.The company launched a client portal for its XPlan wealth technology last year and is now finalising one for its mortgage software. (click here to read the full article)
 

 Why Amazon and Facebook should fear the banks

Know your customer and you can go from being a small online shop selling books, to an internet retail giant worth billions because you are capable of delivering films instantly to Smart TVs and food to front door. In recent years, much has been said about the way the likes of Amazon and Facebook could potentially threaten the status quo of financial services giants by taking what they know about you and pushing protection or mortgage deals. (For full article click here)
 
 
Despite baby boomers owning more than a third of the UK's wealth, just one in four (25%) in this age group have sought advice from a financial adviser.This is according to research by Aegon, which revealed those aged between 55 and 73 are missing out on potential investment gains as they lack confidence and knowledge about where to invest their money. (Click here for full article)
 

Employers turn to advisers for auto-enrolment help 

New employers are taking the minimum steps to comply with auto-enrolment rules and are turning to IFAs and accountants to outsource their pension duties, according to the Department for Work & Pensions.The DWP's latest interim report on auto-enrolment, published yesterday (February 26), found employers new to the market were typically seeking just enough information to become compliant when undertaking research about auto-enrolment. (Click here for full article)
 
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