How to better assess the inter-generational wealth needs of your clients, and navigate the intricacies of IHT, estate planning and trusts. |
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
Why Amazon and Facebook should fear the banks
Employers turn to advisers for auto-enrolment help