£51.65 – £130.84

The Efficient Transfer of Wealth conference

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Grange Tower Bridge Hotel

63 Prescot Street


E1 8GP

United Kingdom

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Event description


Following the success of the inaugural The Efficient Tansfer of Wealth in 2016, this year we focus on the most topical issues IFAs and wealth managers are facing

Come and hear from the leading IHT/BPR and other alternative asset solution providers. 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 07736 676 212 or email modwenna@angelnews.co.uk and we will register you.

The Agenda

9.40am Keynote speaker in Main Conference Room - Sir John Timpson, CBE

The Efficient Transfer of Wealth Conference begins in Ludgate room

10.05am An innovative property investment solution

Justin Stewart the founder of Think Property Finance will hold an interactive session on how bridging finance is providing investors with a tested residential property investment solution that works. This will be of considerable interest to buy-to-let investors and their advisers who are now looking for an alternative way to get less capital intensive and lower risk exposure to this part of the property market.

Background: Justin founded Think Property Finance in 2014. Acting initially as the sole investor, Justin has led the company through sustained growth, already having completed over 30 investments without any complications. This growth has led the company to increase its investment base, with Justin continuing to build his network of co-investors, property developers and professional property advisers.

11.10am Live interview

11.30am PANEL 1: Researching the future

What tools advisors need to use to understand how to spot the opportunities that will deliver the best returns

12.00pm PANEL 2:Do the kids agree?

In context of rising levels of IHT liability, this panel will focus on the issues facing families looking to "get it right" when it comes to their heirs.

12.30pm Q&A

12.40pm LUNCH

1.45pm Welcome back

1.50pm: PANEL 3: Guiding the way through the BPR jungle

We are in a new world - how should advisers think in the context of tax planning. Expert advice on the pitfalls to avoid.

2.20pm PANEL 4: Getting out when you want to

A fascinating debate on the challenge of exiting from a portfolio of alternative assets.

2.50pm Closing comments, Audience discussion

3.05pm Break for Coffee & Networking


3.15pm Special Debate: The New Tax Order

A special debate discussing the outcomes of the Autumn Statement

3.45pm Keynote Speaker Ian Livingstone the amazing founder of Games Workshop

4.15pm Forum closes

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.

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Grange Tower Bridge Hotel

63 Prescot Street


E1 8GP

United Kingdom

View Map

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