Adviser Edge on the virtual road

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Presented by

Paul Lucas and Graham Finlay, Strategic and Technical team

About this talk

In an online version of our recent Autumn Roadshow our speakers will explore two topics: Session 1: Using trusts for estate and inheritance tax planning Paul will provide a thorough summary of the different types of trusts that can be used for estate and IHT planning. He’ll review the tax treatment of each and consider the pros and cons for various client scenarios. You will learn from realistic case studies that demonstrate the practical application of trusts for IHT mitigation. Session 2: FCA Consumer Duty - what is that all about? The implementation of the new Consumer Duty regulation will be felt to some degree by all financial advice firms across the UK. Graham will discuss all the key aspects, impacts and opportunities. One of the fundamental impacts he will explore in detail is around assessing the concept of ‘value’ in relation to both your firm and your client.
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