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The Efficient Transfer of Wealth conference
Thu 24 November 2016, 11:00 – 15:30 GMT
Come and celebrate the 40th birthday of Business Property Relief (BPR) at our IFA focussed conference "The Efficient Transfer of Wealth".
In association with the industry leading WiseAlpha VCT and EIS Investor Forum, we have launched a parallel conference for IFAs, Wealth Managers and the Adviser community to come and hear from all the leading IHT/BPR solution providers. Come and meet everybody you need to know all in one place in one day!
We'll cut through the complexities of BPR and other IHT solutions and find out what type of products are available for your clients.
NB: If you would prefer not to use Paypal please call 020 7720 1102 or email firstname.lastname@example.org and we will register you.
11.00 INTRODUCTIONS FROM CHAIRPERSON, Modwenna Rees-Mogg
11.10 Modwenna Rees-Mogg interviews Jonathan Gain of Stellar Asset Management
11.30 PANEL 1: Getting to know you: Cutting through the BPR complexities
Why is BPR important for estate planning and IHT mitigation and what is the impact of IHT Residence Nil Rate Band (RNRB)? With Rotimi Ososami of Allenbridge, David Kaye of Puma Investments and Simon Housden of TIME Investments
12.00 PANEL 2: The guest list: Who are the right clients for BPR?
A valuable insight into client suitability and scenarios?
12.30 Q&A and closing comments
12.45 LUNCH & NETWORKING
13.45 WELCOME BACK
13.50 PANEL 3: A bountiful buffet
What are the solutions and who's providing them?
14.20 PANEL 4: Dance-off: AIM vs Unquoted portfolios
Taking a closer look at the underlying assets
14.50 CLOSING COMMENTS: Audience discussion
15.05 END OF EVENT, NETWORKING
NB. IFAs and Wealth Managers purchasing this ticket can also attend the wider VCT and EIS Investor Forum which starts at 9am and finishes at 5pm.
You can find our Terms and Conditions here.