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Financial Liverpool 11/19 - Tax and Estate planning update

Financial Liverpool

Thursday, 7 November 2019 from 12:00 to 14:30 (GMT)

Financial Liverpool 11/19 - Tax and Estate planning...

Ticket Information

Type Remaining End Quantity
Financial Liverpool member 22 Tickets 5 Nov 2019 Free  
Guest   more info 7 Tickets 5 Nov 2019 Free  

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Event Details

Financial Liverpool CPD Event - Thursday 7th November 2019


A Tax and Estate planning update


Cathy Russell FPFS TEP

Tax and Estate Planning Consultant - Canada Life International


Coffee and networking                12:00 - 12:30

CPD talk                                   12:30 – 13:30

Buffet Lunch and networking:       13:30 – 14:30


Tilney offices, Liver Building, Pier Head, Liverpool L3 1NY



Cathy will provide a refresher on the order of gifting, looking at CLTs and PETs and the 14 year shadow as well as discussing the considerations when dealing with assets on first death.

The target audience will be financial planners, paraplanners, legal professionals, accountants and investment professionals.

Learning objectives: 

1)      By the end of the event delegates will be able to understand:

1. The impact of different gifts when made in a different order

  • Potentially exempt transfers
  • Chargeable lifetime transfer

2. Impact of periodic and exit charges on discretionary trusts

3. Understanding when the 14-year shadow can occur

4. How jointly held assets are dealt with on first death

  • family home
  • shares
  • bank accounts
  • investment bonds
  • pensions

5. Why use a deed of variation

6. Transferable nil rate band

7. Residence nil rate band


About the speaker:

Cathy has worked in the financial services industry for over 20 years with experience in both professional adviser and provider marketplaces, specialising in taxation, trusts, estate planning and delivering training.  She is a Fellow of the Personal Finance Society, a Chartered Financial Planner and a Trust and Estate Practitioner.

Do you have questions about Financial Liverpool 11/19 - Tax and Estate planning update? Contact Financial Liverpool
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When & Where

Liver Building
Pier Head
L3 1NY Liverpool
United Kingdom

Thursday, 7 November 2019 from 12:00 to 14:30 (GMT)

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Financial Liverpool

Financial Liverpool is a society for professionals working in the financial services sector in Merseyside, including financial advisers, discretionary fund managers, pension providers, private client lawyers etc.

We host ten meetings per year, usually the first Thursday of the month (from 2018 onwards).

The current format is a talk for about an hour followed by a lunch where you can network with fellow members.   The events start at noon and are hosted by Tilney in the Royal Liver Building.

The events are free for members, and membership is free if you are a member of CII/PFS (otherwise a charge of £60 applies for your firm's annual membership).

Click here for more information on how to join.

Financial Liverpool used to be called Merseyside Life & Pensions.

  Contact the Organiser

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