Name: Faster servicing for existing clients
Start: 2021-09-23T14:04:00Z
End: 2021-09-23T14:04:22.000Z
Location: BrightTALK
Rating: 5

A technical webinar covering the topical issues affecting advisers and high net worth clients

Techzone Webinar- 'Owner Managed Businesses and Pensions'

Following on from our June 2023 webinar examining Investment Bond and Collective Investments,  Tony Davies will explore how the use multiple investment wrappers can help to diversify tax risk for clients which will aid wealth accumulation, help improve "income" sustainability in retirement and boost legacy provisions. 

Tony will also consider how this approach can enable you to demonstrate your value proposition to your clients.

Technical webinar-  Diversifying Tax Risk

Andy Zanelli will deliver a masterclass on Inheritance Tax planning challenges. Agenda:
• Growing asset wealth is leading to record IHT receipts for HMRC.
• Explore traditional IHT packaged solutions and uses.
• Understand how clients retain a level of access within their IHT strategy in light of 
        the recent talk of potential abolition.
• Understand key planning that can be achieved using trust structures within a 
        client's will.

Technical webinar - Inheritance Tax planning

After the reductions to the CGT annual exemption and dividend allowance in the Autumn Statement 2022 we look at the main factors to consider before making an investment recommendation

Investment bonds and collective investments - Has the balance of power shifted?

Module 2 for the Adviser Experience Programme

Faster servicing for existing clients

platform

Join this highly engaged community of UK financial advisers as they share peer-to-peer best practice advice. Find content related to investment and economics, better business practices, client acquisition and client referrals for financial advisors, as well as tax and pension advice. Further the engagement by presenting and participating in live interactive webinars and videos.

UK Financial Advisers

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

Faster servicing for existing clients

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