The Efficient Transfer of Wealth conference
£42.27
The Efficient Transfer of Wealth conference

The Efficient Transfer of Wealth conference

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London Wall Suite

etc Venues

155 Bishopsgate

London, United Kingdom

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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.


The Agenda 

11.00    Introduction from Chairperson
11.10    Live interview with IHT experts, 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? What is the impact of IHT Residence Nil Rate Band (RNRB)?
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
12.40    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    Break for coffee & 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.


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You can find our Terms and Conditions here.

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Date and Time
Location

London Wall Suite

etc Venues

155 Bishopsgate

London, United Kingdom

View Map

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