Eventbrite, and certain approved third parties, use functional, analytical and tracking cookies (or similar technologies) to understand your event preferences and provide you with a customised experience. By closing this banner or by continuing to use Eventbrite, you agree. For more information please review our cookie policy.
Invalid quantity. Please enter a quantity of 1 or more.
The quantity you chose exceeds the quantity available.
Please enter your name.
Please enter an email address.
Please enter a valid email address.
Please enter your message or comments.
Please enter the code as shown on the image.
Please select the date you would like to attend.
Please enter an email address.
Please enter a valid email address in the To: field.
Please enter a subject for your message.
Please enter a message.
You can only send this invitations to 10 email addresses at a time.
$$$$ is not a properly formatted colour. Please use the format #RRGGBB for all colours.
Please limit your message to $$$$ characters. There are currently ££££.
$$$$ is not a valid email address.
Please enter a promotional code.
N/A
Sold Out
Unavailable
Please enter a password with at least 8 characters.
You have exceeded the time limit and your reservation has been released.
The purpose of this time limit is to ensure that registration is available to as many people as possible. We apologise for the inconvenience.
This option is not available anymore. Please choose a different option.
Please read and accept the waiver.
All fields marked with * are required.
Please double check your email address. The email address format does not appear valid.
Please double-check your email address. Your emails do not match.
$$$$ requires a number between ££££ and §§§§
US Zipcodes need to be 5 digits.
Post code may contain no more than 9 letter or number characters.
Please double check your website URL.
All fields marked with * are required.
Your card expiration date is in the past.
Your card CSC needs to be 4 digits.
Please confirm your order: $$$$ You have selected to Pay by Cheque.
Click OK to confirm your order.
Please confirm your order: $$$$ You have selected to Pay at the Door.
Click OK to confirm your order.
Please confirm your order: $$$$ You have selected to Pay upon Receiving an Invoice.
Click OK to confirm your order.
Your card CSC needs to be 3 digits.
Sofort is only available in Germany and Austria.
Boleto Bancario is only available in Brazil.
OXXO is only available in Mexico.
PagoFacil is only available in Argentina.
Rapipago is only available in Argentina.
Please enter a valid IBAN number.
You need to accept to charge your bank account.
Your billing zip code needs to be 5 digits.
Please double check your CEP info. The CEP format should be something like 12345-678.
Please double check your tax identifier.
There was a problem saving your address.
There was a problem saving your card info.
There was a problem saving your personal information.
Please select the date you would like to attend.
McAfee Secure sites help keep you safe from identity theft, card fraud, spyware, spam, viruses and online scams.
Copying Prohibited by Law - McAfee Secure is a Trademark of McAfee, Inc.
Unknown card type.
No card number provided.
card number is in invalid format.
Wrong card type or card number is invalid.
card number has an inappropriate number of digits.
Please enter numbers here.
Please enter an integer value.
Numbers must be less or equal to $$$$
All the required fields have not been filled out. Click OK to proceed without all the required information, or click Cancel to finish entering the missing data.
Job titles must be less than 50 characters.
There is currently an issue with card submission on Safari with iOS7. Please try again with a different browser or device.
Sorry, invalid event registration form.
Sorry, invalid event or database error.
Sorry, quantity must be a positive integer.
Sorry, you did not select a valid ticket.
Sorry, invalid event organiser email address.
Your order was cancelled.
Thank You. Your order has been successfully completed. Your name and email address have been added to the list of event attendees.
Sorry, that option is sold out.
Sorry, that option is no longer available.
Sorry, you entered an invalid quantity. Please enter a quantity of 1 or more next to the type or types of tickets you would like to purchase.
Sorry, you did not select any tickets to purchase. Please enter a quantity of 1 or more next to the type or types of tickets you would like to purchase.
Sorry, there are no tickets left for this event.
The tickets, ticket quantity or date and time you've requested are no longer available, due to previous sales. Please choose a different date, time or number of tickets and place your order again.
Sorry, one or more of the tickets you requested are no longer available for purchase.
Sorry, you need to select the date you want to attend.
Sorry, the promotional code you entered is not valid yet.
Sorry, the promotional code you entered has expired.
Sorry, the promotional code you entered is not valid.
Your session has expired. Try ordering again.
Sorry, your requested ticket quantity exceeds the number provided by your promotional code.
Sorry, the payment type chosen is invalid for this event.
Sorry, there is only 1 ticket left for this event.
We're sorry, this invitation is invalid.
We're sorry, this invitation has already been used.
We're sorry, you already have an order being processed for this event. Please wait a few minutes and try again.
We're sorry, there is a problem with your invitation. Please try again.
Invalid quantity of tickets selected.
Invalid donation amount.
Sorry, the promotional code you entered has been claimed.
The payment was cancelled.
The payment was declined by the bank.
The payment failed.
The payment expired.
Sorry, this team is full. Please join a different team.
Sorry, the tickets you've selected are no longer available.
We couldn't process your order because you have this event open on multiple tabs in your browser. Please try again with only one browser tab open.
Based on the quantity selected we are unable to seat your group together. Please try a smaller quantity.
Your browser does not support picking your own seat. Please select a quantity and the best available seats will be assigned to you.
Sorry, we can't complete your order in preview. Please make your event live to complete your order.
Group registration has been disabled for this event.
Sorry, you cannot reserve seats when your event is in draft mode.
There was a problem submitting your order. Code 17
Sorry, the payment type chosen is invalid for this event.
Sorry, your billing address was not saved properly, please try again.
Sorry, we experienced an internal error, please try again.
The captcha you entered is invalid. Please try again.
Invalid card selected. You have been logged out.
Sorry, your team selection was not valid.
It looks like this event organiser is unable to process your order through their payment processor. Please try again later, or contact the organizer directly
Sorry, the payment type chosen is invalid for this event.
Sorry, your billing address was not saved properly, please try again.
Sorry, we experienced an internal error, please try again.
Please double check your email address. The email address format does not appear valid.
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
Henny Dovland BDM TIME Investments
Daniel Kiernan Director Intelligent Partnership
Simon Ruthers Senior Manager Oxford Capital
Danby Bloch Director Centaur Financial
Edward Grant Investment Director Ingenious Investments
Justin Waine Investment Director Puma Investments
David Brookes Partner BDO
Gabrielle Beaumont Investment Director Ingenious Investments
Oliver Hughes Partner Oxford Capital
Jason Butler Founder Bloomsbury Wealth
AGENDA
09.00 Dan Kiernan of Intelligent Partnership will set the scene for this half day masterclass
09.05 BDO's David Brooks presents BPR in context of conventional estate planning solutions and offers some some predictions on potential changes after the general election
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
13.00 Buffet lunch, refreshments and networking
14.00 Close
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.
At Intelligent Partnership we’re passionate about small businesses. We know that they are a vital part of the economy: creating jobs, developing new products, opening up new markets and fuelling regional and national growth. We want to play our part in promoting the SME sector, and in particular highlighting the investment and support available to small companies. Putting ourselves at the centre of the capital debate, we want to encourage more people to start their own businesses. Through our campaigning, research, content events and awards initiatives, we want to encourage more small businesses to secure vital investment and associated support to scale up and become great businesses.
Share BPR Masterclass for IFAs and Wealth Managers
Share Tweet