Search results Search for: Search Refine your results by duration: Any Under 5 mins Under 20 mins Over 20 mins Sort by: Relevance Views Date BMO Adviser Edge: What are the key characteristics of growth and value? Graham Finlay, Strategic and Technical Sales Graham will outline the key characteristics and differences between growth and value stocks. He will investigate which developed market regions are mo... 2 months ago | 48 mins BMO Adviser Edge: Practical use of trusts for estate and IHT planning Paul Lucas, Strategic and Technical team Paul will outline various trust-based estate planning opportunities using a realistic case study. He demonstrates practical examples of how and when t... 2 months ago | 53 mins BMO Adviser Edge: Using trusts for estate and IHT planning Paul Lucas, Strategic and Technical team Paul provides an in-depth analysis of the different types of trusts that can be used for estate and IHT planning. He will evaluate the tax position of... 3 months ago | 76 mins BMO Adviser Edge: Capital gains tax masterclass Paul Lucas, Strategic and Technical team Paul Lucas provides participants with a complete guide to capital gains tax (CGT). He offers plenty of practical examples and calculations to help nav... 4 months ago | 65 mins BMO Adviser Edge: The FCA Consumer Duty - is it just the new TCF? Graham Finlay, Strategic and Technical Sales, and Karl Dines, Head of Business Consultancy, SimplyBiz It’s still in the consultation stage, but the Consumer Duty is due to become rules in July this year. That’s only six months away. The impact of the r... 3 months ago | 51 mins BMO Adviser Edge: On the virtual road Paul Lucas and Graham Finlay, Strategic and Technical team An online version of our recent Autumn Roadshow. Our speakers will explore two topics: Session 1: Tax planning opportunities for advisers and your cl... 5 months ago | 176 mins BMO Adviser Edge: What’s in a CIP? Graham Finlay, Strategic and Technical Sales Since the introduction of the Retail Distribution Review, we have seen an explosion in the use of Centralised Investment Propositions (CIPs). In fact,... 7 months ago | 59 mins Going it alone: the case for a new adviser/platform relationship Annabel Melvin, Customer Success at Seccl and Damien Rylett, CEO of IronBright Investment Management. The relationship between advisers is a centrally important one, but is it a happy one? We chat to Damien Rylett, CEO of IronBright Investment Manage... 3 months ago | 45 mins The CEO Interview: David Ferguson & John Lappin John Lappin and David Ferguson David Ferguson joined Seccl earlier this month (April 2022) as our new CEO. In one of his first public appearances in the role, he’ll speak to Joh... 3 weeks ago | 29 mins BMO Adviser Edge: The future of financial planning summit Paul Lucas and Graham Finlay, BMO GAM, Tony Wickenden, MD Technical Connection, Phil Wickenden, Founder Ad Lucem As we emerge from lockdown, are we returning to business as unusual? How do advisers adapt their business models to ensure they can thrive in this new... 11 months ago | 94 mins Load more