Stellar Estate Planning Virtual Summit 2021 | Stellar Asset Management | 21 October 2021 | Virtual Event
Venue
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| Event Date | Thu Oct 21 EDT (about 3 years ago) |
| Location | Virtual Event |
| Region | All |
Details
Money, Mortality and the Modern Family
Changing the perceptions of sustainable intergenerational estate planning and highlighting the opportunities ahead.
A free virtual event for financial advisers and private client professionals
Join us at this CPD-accredited* summit to hear from leading experts on inheritance tax, trusteeship, property, probate and much more.
This online event will offer valuable insights into the latest thinking on estate planning, outline the challenges and opportunities for advisers and provide unrivalled access to thought leaders in intergenerational services.
There will be masterclasses, panel discussions and opportunities to network at a series of informal round tables.
Speakers
2021 Speakers
Andy Agathangelou Founder
Transparency Task Force
Raj Basra
Chief Investment Officer and Co-founder, Tacit Investment Management
Ben Blackburn
Managing Director, Ben Blackburn Golf Ltd
Michael Bousfield
Chartered Financial Planner, Helm Godfrey
Sean Burrows
Regional Account Manager, Stellar Asset Management
Betsy Butterick
Communication Specialist
Lee Coates OBE
Co-Founder, ESG Accord
Stephen English
Investment Director, Stellar Asset Management
Paula Fagan
Marketing Manager, Stellar Asset Management
John Fearon
Northern Relationship Manager, Stellar Asset Management
Jonathan Gain
Chief Investment Officer and CEO, Stellar Asset Management
Georgia Gale
Director, Homegrown Property Developments
Jemma Garside
Senior Associate, Private Client, Kingsley Napley
Jeremy Giles
Founder and Senior Partner, Jeremy Giles LLP
Emily Gudeman
Senior Agency Partner, LinkedIn Marketing Solutions, London
Laura Harper
Partner, Private Client, Kingsley Napley
Mandy Hickson
Former Fighter Pilot, Motivational Speaker
Adil Khan
Co-Founder and CEO, Lifefyle Ltd
Andy Lee
Director, The Ralstan Group
Quentin McCormick
Managing Director, Pavis
Mark Mariou
Founder and Director, Inheritance Solutions UK
Alistair Marsden
Chief Marketing Officer, Nova Growth Capital
Tom Moore
Managing Director, WestBridge Tax Limited
Jennifer Priestley
Managing Director, Maple Accountancy
Matthew Steiner
Corporate Director, Stellar Asset Management
James Ward
Partner and Head of Private Client Department, Kingsley Napley
Mel Wheeler
Corporate Partnerships Manager, Kings Court Trust Ltd
Sponsors & Partners
2021 Sponsors
• Bramshaw Gold Club
• Inheritance Solutions UK
• JG Jeremy Giles
• Kingsley Napley
• Lifefyle
• Maple
• Murayshall
• Nova Growth Capital
• Paultons
• TACIT
• WestBridge Group