Let the legacy live on - a Financial Liverpool, CISI & Personal Finance Society joint event

Dear Members,

On behalf of Financial Liverpool, The Personal Finance Society and the CISI Liverpool branch, we invite you to book your place to join us at our inaugural joint event in central Liverpool and to hear three insightful presentations on Legacy and Inheritance Tax Planning.

“Let The Legacy Live On”

Date: Thursday 16 May

Venue: Weightmans Office, 100 Old Hall Street, Liverpool, L3 9QJ.

Transport Links: Moorfields is the closest Merseyrail station and nearby car park include: https://www.ncp.co.uk/find-a-car-park/car-parks/liverpool-pall-mall/ & The Capital, L3 9AF

Registration: 3.00pm

Presentations Start: 3.30pm

Finish Time: 5.00pm

Networking: 5.00pm - 7.00pm (approx.) with drinks and nibbles at NORD (https://nordrestaurant.co.uk/)

Learning Objectives:

• Be aware of the basics of Inheritance Tax
• Understand the criteria for an estate to qualify for Business Relief
• Understand how Estate Planning & Will structures can maximise use of Inheritance Tax reliefs
• Be aware of other Estate Planning that clients should consider undertaking
• Understand how your clients are affected by IHT
• Be aware of the opportunities for new revenue streams from the use of protection plans
• Discover how Royal London cansupport you in this market

About our speakers:

• Lorraine Wilson - Lorraine Wilson is a Solicitor at Weightmans LLP, specialising in Wills, Estate Planning, Probate and Trusts. A full accredited member of STEP, the Association of Lifetime Lawyers and the Law Society Private client Section, Lorraine has extensive experience dealing with clients from a range of backgrounds, advising on estate planning including Will and Trusts structures. She also has broad knowledge of probate and the estate administration process and regularly advises Trustees on the administration of Trusts to ensure their legal and tax obligations are fulfilled. Lorraine prides herself in providing excellent client care, ensuring that clients are always given an efficient and professional service. She regularly presents estate planning seminars for clients and intermediaries.
• Nathan Douse - Nathan Douse is a Chartered Financial Planner with over 25 years financial services experience both in a Business Development and an Adviser capacity, bringing a wealth of experience across pension, investments, and protection. He is now part of the Specialist Protection team at Royal London working with and supporting the Sales Teams and their Advisers with Business Protection and Estate Planning opportunities. The role includes training sessions, webinars, assisting advisers who wish to enter new markets, supporting them through this process, and assistance with large and/or complex cases.
• Stephen English - Stephen joined Stellar in 2020 bringing the management of the AIM IHT service in-house. Before that he worked at an independent stockbroker, Blankstone Sington, starting on the dealing desk in 2002 before managing their AIM IHT service (2010-2020). With interests in art, economics, and psychology Stephen believes successful investment is as much art as it is science. Stephen is a CFA Charterholder.

Please reserve your place by clicking our 'Book Now' button.

Please note that this event will take place in-person and will not be available to watch online.

You will receive 1.5hrs CPD for attending this event.

Many thanks,

Financial Liverpool, CISI & The Personal Finance Society

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