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Stellar Estate Planning Virtual Summit

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Free

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Online event

Event description
Money, Mortality and the Modern Family

About this event

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 unrivaled access to thought leaders. There will also be masterclasses, panel discussions and opportunities to network at a series of informal round tables.

Hot topics include:

  • The inheritance economy – could this be the greatest wealth transfer ever?
  • Money and mortality – why informed planning is essential
  • The changing face of estate planning advice
  • Driving transparency in later life planning
  • Planning across the generations

As a delegate, you will benefit from:

  • Networking opportunities with sponsors and delegates
  • CPD-accredited content*
  • Estate planning surgeries

Register for your front row seat at a day of insight and inspiration.

For further information, please contact virtualsummit@stellar-am.com

* Our event is currently being reviewed for CPD certification in order for our attendees to use the learning time towards their annual Continuing Professional Development requirements

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Organiser Stellar Asset Management

Organiser of Stellar Estate Planning Virtual Summit

Stellar Asset Management provides services for financial advisers and individuals for whom inheritance tax is a concern to create a robust legacy for future generations.

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