Intergenerational Planning for Tax & Trust Practitioners & Chartered Planners CANCELLED DUE TO LIMITED DEMAND

This workshop-based roundtable meeting is aimed at PFS/chartered members and for those with an interest in intergenerational planning for their clients. This will be the first of a series of peer-to-peer based workshops where we look as a group of professional practitioners to raise collective knowledge and practical application for clients on a range of advanced planning areas. The format will comprise real life case studies of various client scenarios with an objective of agreeing solutions for different client scenarios.

Overview

Many advisers have commented that lots come from marketing departments of some of the specialist tax led investment houses of various solutions such as AIM or Business Relief centered solutions. The obvious dilemma for advisers as to where these solutions sit within not just a compliance framework as far as investment risk, but also wider regulatory framework where investor protections may no longer apply.

So rather than look at marketing department sales booklets, the case studies will cover a range of client scenarios that will be explored by attendees to establish if indeed good outcomes can be reached without consideration of perceived aggressive solutions vs cases where the need if any of these solutions would add value to clients by more open minded consideration.

Learning Objectives

By attending this event, delegates will be able to identify:

• Better real-life understanding tested with peers if these solutions should be considered and when.
• If they are stand-alone solutions or can be enhanced with trusts and effects.
• How others consider the challenges of incorporation into planning and due diligence.
• What level of exposure may be correct for a clients’ family.

Chair

Pierre Coussey MCSI, APFS, IMC , Head of Wealth Planning & Investment Solutions , Bond Wealth Ltd with invited contributors from Stellar Asset Management & Octopus Investments

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