Irish Tax Institute and LIA Joint Seminar - Managing Wealth in 2017 & Beyond | Irish Tax Institute | 13 June 2017 | Dublin, Europe

The investment environment with a particular focus on:
• The implications for investors of current geopolitical uncertainties
• The concerns over the impact of central bank policies on market
valuations across the range of investment assets

Tax succession planning – an integrated case-study
• Sole trade versus incorporation
• CGT reliefs
• Taxation of property
• Planning for retirement

Pension Planning: New Dimensions
1. UK Developments: Brexit and QROPs
How will the changes impact on clients? What are the opportunities
for advisors?
2. Update on Local and International Developments
FA17, IORPs 2, PEPPs, Auto-enrolment… how should you and your
clients respond?
3. International Pensions
A fast-developing market for Irish advisors. What are the rules?
How does this fit into overall financial planning?
4. Tax and Pension Planning
Case Studies and Examples

Brian Broderick,
works as a tax adviser specialising in
tax compliance, particularly in the areas of income
tax, CAT and VAT.

Frank O’Brien,
has had a long and wide-ranging
association with the investment markets as an
investment analyst, fund manager, chief investment
officer and consultant.

Finola O’Hanlon,
specialises in the area of corporate
restructuring and capital taxes, together with wealth
management and advises on all taxes associated with
retaining and passing wealth.

Aidan McLoughlin,
BCL Solr FITI TEP AIIPM, is the
Managing Director of ITC Group which specialises in
the provision of pension and investment structures and
related services to financial advisors and their clients.