Venue
Online Event

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Event Date Tue Nov 9 EST (8 months ago)
Location Online Event
Region All
Details

This year’s event focuses on how accountants and regulated financial advisers can work more closely together to deliver better client outcomes and build a more profitable and sustainable business.

The programme will revolve around our case study example family, retiring SME owners Peter & Patricia Pickle, and how collaborative personal financial planning advice represents the essential ingredient that enables the Pickle family to achieve their aspirations and goals.

• Wealth transfer
Multi-generational wealth planning: the £3 trillion wealth transfer

• Case study
Meet the Pickles: case study example of the collaboration dividend

• DPB licence
Unlocking value from the ICAEW DPB licence

• Pensions technical
Managing the Lifetime Allowance

• Sustainability
Keynote: Demystifying ESG investing

• Portfolio construction
Insights from the professionals

• Inheritance tax
Demystifying FCA regulated inheritance tax planning solutions

• Retiring to the EU
It’s got complicated

Key topics
• Multi-generational wealth planning: the £3 trillion wealth transfer
• Meet the Pickles: case study example of the collaboration dividend
• Unlocking value from the ICAEW DPB licence
• Pensions technical: managing the Lifetime Allowance
• Portfolio construction: insights from the professionals
• Sustainability: ESG investing
• Demystifying FCA regulated inheritance tax planning solutions
• Retiring to the EU: it’s got complicated

Speakers

2021 Speakers

John Gaskell
Head of Personal Financial Planning, ICAEW

Iain Barnes
Head of Portfolio Management, Netwealth

Richard Bertin
Founder and Ceo, Tether

Luke Brooks
Head of Financial Planning, Smith & Williamson

Olivia Bucher
Financial Planner, Mazars Financial Planning

Eric Clapton
Director, Clapton Consultants

Mark Devlin
Senior Technical Manager, M&G Prudential

Louisa Gaynor
Client Adviser, Netwealth

Ajay Johal
Investment manager, Ruffer

Dean Neaves
Senior Manager, Quality Assurace, ICAEW

Jason Porter
Business Development Director, Blevins Franks

James Robinson
Chartered Financial Planner, Mazars Financial Planning

George Rooke
Strategic Partnerships Manager, Octopus Investments

Sarah Thwaites
Director, Thwaites Associates

India White-Spunner
Senior Investment Associate, Ruffer

Sponsors & Partners

2021 Partners

• BLEVINS FRANKS
• mazars
• Pru
• netwealth
• Smith & Williamson
• octopusinvestments