BPR Masterclass for IFAs and Wealth Managers
Event Information
Description
With the nil rate band frozen and asset prices rising, it is estimated that 5,000 more estates a year will be liable for IHT by 2019 - so mitigating IHT is now a problem that affects the mass affluent...
For advisers looking for swift, simple IHT solutions that are flexible enough to give their clients ongoing access, BPR cannot be overlooked; BUT our research shows that many advisers have concerns around the investment risks, lack of liquidity and suitability of BPR products.
Our BPR Masterclass will address these concerns and help you acquire the technical knowledge you need to be considered an expert in this specialist area:
- Understand how to compare BPR with other estate planning solutions
- Inform your due diligence when assessing client suitability and compliance for BPR
- Learn more about the BPR universe - both on and off AIM
- Gain practical insight into the liquidity of BPR products
- Get an update on HMRC's view of BPR
- Find out how to manage client expectation on estate planning and BPR
The intention is to avoid the usual product pitches and instead give you insights and practical knowledge from some of the industry’s most perceptive thought leaders.This must-attend event for advisers looking to enhance services for clients will provide 3 hours of structured CPD. Attendees will also receive a complimentary copy of our 32,000 word BPR Industry Report, due to be launched at this event.
Advisers will leave this Masterclass up to date on the latest developments in the sector and more confident in their ability to comply with the rules when recommending BPR. Most importantly, attendees will be equipped to deliver a service that is hugely valued by their clients.
SPEAKERS
The BPR masterclass is a fantastic opportunity to learn from some of the leading practitioners in the BPR industry. Our speaker panel represents the depth and diversity of expertise that is available to advisers in this sector.
Tony Mudd
Divisional Director
St. James's Place
BDM
TIME Investments
Daniel Kiernan
Director
Intelligent Partnership
Simon RuthersSenior Manager
Oxford Capital
Danby Bloch
Director
Centaur Financial
Investment Director
Ingenious Investments
Justin WaineInvestment Director
Puma Investments
David Brookes
Partner
BDO
Gabrielle Beaumont
Investment Director
Ingenious Investments
Oliver HughesPartner
Oxford Capital Jason Butler
Founder
Bloomsbury Wealth
AGENDA
09.00 Dan Kiernan of Intelligent Partnership will set the scene for this half day masterclass
09.25 In her due diligence guide, Henny Dovland of TIME Investments offers practical insights on how to source and assess the most appropriate BPR products
09.45 Jason Butler of Bloomsbury Wealth guides advisers on how to segment client, assess their suitability and recommend BPR products
10.05 Presentng the BPR universe of AIM, Gabrielle Beaumont and Eddie Grant of IngeniousInvestments review the risks and benefits of products developed around investing in unquoted assets
10.25 All presenters from the first session will join a panel to answer questions
10.45 Refreshments and networking
11.05 Addressing the issue of illiquid assets in BPR investments, Simon Ruthers ad Oliver Hughes of Oxford Captial explain how managers can manufacture liquidity for their investors and implications for their returns and tax situation
11.25 Danby Bloch of Tax Briefs looks at the new perspective on avoidance, what this means for BPR and those investing in BPR products
11.45 Justin Waine of Puma Investments tours advisers through the size of the BPR universe on AIM, how best to access it and the risks and benefits to investors seeking BPR
12.05 Based on client case studies, Tony Mudd of St. James's Place presents some real examples of how BPR can be used in common and not so common scenarios
12.25 All presentersfrom the second session will join a panel to answer questions
12.45 Dan will sum up and bring the morning to a close before we break for lunch and networking opportunities
We would like to thank David Brookes and the team at BDO for their support of this event. BDO brings together talented people to provide audit, tax, advisory and other critical accounting services to ambitious businesses within the UK and worldwide.
