Economic Update, Evolving PI & D&O Risks in Insurance and IHT Planning (Networking 5-7pm)

Join us on 22nd September for talks from Rathbones, Questgates and Foresight Group, at Rathbones offices in Birmingham. Refreshments will be provided during the CPD. The CPD sessions will finish approx. 5pm. After the CPD sessions there will be a networking event until 7pm, with a limited free bar.

Rathbones

Rathbones economic update:

Objectives

• Brief look at the macro data to ascertain whether the global economy is going into recession
• Where is inflation headed and what are the main contributors
• Growth vs Value – what assets should we hold given the factors discussed above
• Quick look at asset classes from a Rathbones perspective

Questgates

Evolving PI and D&O Risks in Insurance

Learning Objectives:

• To understand the PI/D&O markets
• Examine the evolving risks
• The impact on SMEs and cover
• Top tips for tackling PI/D&O claims
• Predictions for PI/D&O insurance and cyber developments

Speaker bio:

Will heads QuestGates’ cyber and financial lines teams, as an experienced insurance solicitor and senior loss adjuster in the London Market. He qualified as a defendant insurance litigator at Plexus Legal LLP dealing with professional liability, later joining ASL International loss adjusters specialising in cyber and financial lines investigations. He focuses predominately on high-value and/or complex technological and financial risk. Will has particular expertise in fraudulent schemes and digital assets, as well as operating as an incident response manager for cyber-attacks. He also has a wealth of experience in dealing with cyber professional liability and management claims, as well as providing litigation support. Will previously served at the Financial Ombudsman Service and worked with UK law enforcement.

Foresight Group

Inheritance Tax Receipts have now reached over £6bn per annum in the UK.

With inflation expected to take this figure higher in the future and the main IHT allowances frozen, significant opportunities to mitigate IHT exist.

With the use of case studies, Foresight Group will look at how IHT can be reduced for clients after two years and sometimes before then.

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