8.30 - Registration & Breakfast

9.05 – Bill Dodwell, Tax Director, OTS
IHT reform: What’s needed and what’s unnecessary

9.35 –Panel: Taxing questions for inter-generational wealth transfers
Host: Dan Jones,editor, Money Management & Asset Allocator
Panellists: 
Jason Witcombe, Chartered Financial Planner, Progeny Wealth
Rachael Griffin, tax and financial planning expert, Quilter
Matt Conradi, Head of Advice, Netwealth

10.10 – The Great Wealth Transfer
Nick Bird, Senior Business Development Manager, Octopus Investments

10.40 – Tea & Coffee break

10.55 – Beware the legal and tax traps of gifting wealth
Sarah Phillips, Inheritance tax expert, Irwin Mitchell Private Wealth

11.25 – Balancing risk with IHT efficiency 
Neil Jones, Market Development Manager, ican, Canada Life 

11.50 - Panel: How to navigate estate planning and IHT
Host: Dan Jones, editor, Money Management & Asset Allocator
Panellists:

12.20 - Lessons to learn from recent inheritance tax court cases
Sue Moore, Technical Manager - Private Clients, Tax Faculty, ICAEW

12.50 – Lunch & Close – Dan Jones,editor, Money Management & Asset Allocator