BMO Adviser Edge: On the virtual road

Presented by

Paul Lucas and Graham Finlay, Strategic and Technical team

About this talk

An online version of our recent Autumn Roadshow. Our speakers will explore two topics: Session 1: Tax planning opportunities for advisers and your clients Covering the latest tax proposals in the pipeline and what financial planning opportunities exist now, and in the future, ways to mitigate your clients' income and capital gains tax liabilities, some of the key tax considerations for investment clients as their portfolios evolve and a thorough and detailed understanding of the tax allowances and how they can be exploited to create tax savings for your clients. Session 2: Evolution of Responsible Investment in financial advice We will discuss a range of issues including is it the role of the adviser to instigate the conversation regarding RI, the FCA's current views on regulation of RI in the advice process, how some advisers are looking to meet the RI needs of the client and the financial planning implications of incorporating an RI solution into your investment recommendation.

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