Personal Financial Planning Conference 2021 | Institute of Chartered Accountants in England and Wales (ICAEW) | 9 November 2021 | Online Event
Venue
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| Event Date | Tue Nov 9 EST (about 3 years 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