Virtual Event

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Event Date Thu Oct 21 EDT (8 months ago)
Location Virtual Event
Region All

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.


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
• WestBridge Group