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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.
We deliver accredited research, training and events to a community of financial services and investment professionals. IFAs and Wealth Managers make up the majority of our 5,000 subscribers, all of whom are interested or active in alternative investments.
Our aim is to increase awareness and engagement amongst intermediaries, providing them with the tools and information they need to speak knowledgeably with their clients about the whole alternative investment universe.
Our content is delivered using digital and printed reports, via video and through live events – these are accredited for Continuing Professional Development (CPD) by the Chartered Insurance Institute (CII), Chartered Institute for Securities & Investment (CISI) and Personal Finance Society (PFS).
We are building a future where alternative investments are as easy to understand and access as mainstream assets. If we can do that we will create a much more open and efficient market for everyone.
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