Name: How wealth managers can help to close the care planning gap
Start: 2021-03-18T11:00:00Z
End: 2021-03-18T11:00:46.000Z
Location: BrightTALK
Rating: 0

As experts in the media, infrastructure and real
estate sectors, we create value by identifying, funding and managing compelling
investment opportunities.

Join us to learn how IEP Apex – a new type of BR service with no-cost IHT cover – can help you improve outcomes for your clients and their beneficiaries.
 
In the session, we’ll look at practical examples of how recommending IEP Apex for your clients can reduce uncertainty and maximise the wealth they pass on to their beneficiaries.  And we’ll look at how these positive client outcomes can ultimately help you build relationships and contribute to retaining intergenerational business.

Introducing IEP Apex: A new type of BR service with no-cost IHT cover

Our speakers discuss 6 ways Ingenious Estate Planning (IEP) aims to deliver better outcomes in later life for investors than comparable Business Relief services*.

*Tax Efficient Review, March 2020

IEP Private Real Estate: the essential core of any Business Relief portfolio?

Our industry has adapted quickly to absorb the seismic changes brought about by the pandemic. We know that 2021 poses a range of challenges when it comes to later life planning and advisers are working harder than ever to meet their clients’ complex needs and concerns. 

In our latest webinar, we will be joined by in-house taxation expert, Simon Palmer, to consider some pre-existing and some new challenges that later life planners face and discuss how calling on the fundamentals of good planning can help beat adversity. 

The challenges we will discuss:
1.	The threat of tax changes
2.	The prospect of continued volatility caused by the pandemic
3.	The ever-increasing demand for long-term care

Beating the later life planning challenges of 2021: tax, volatility and care

Despite the unprecedented conditions imposed by the Covid-19 pandemic, parts of the UK real estate market have displayed exceptional resilience and delivered investors with market leading Business Relief returns (source: TER, March 2020).

Tom Brown, Managing Director of Ingenious Real Estate will be joined by our guest speaker, Head of London Valuation at Lambert Smith Hampton, Paul Roskilly, and together will discuss: 

•	How UK residential real estate has performed throughout the pandemic and the underlying fundamentals that support ongoing strength in certain areas of the market.
•	How a selective, asset-backed lending strategy can mitigate investment risk and deliver steady, long-term growth for investors.

Our real estate team manage the lending activity undertaken by Ingenious Estate Planning Private Real Estate, a Business Relief qualifying service.

UK property webinar: how asset-backed lending continues to deliver for investors

We have teamed up with Grace Consulting, one of the UK’s leading care advisory services, who will explain how wealth managers can play an integral role in joined up planning for care, without having to be specialist care advisers themselves. We will also discuss how care planning can help you to build your service proposition and support relationships with the next generation.

In England, more than 1 in 3 people ages 85+ need care and support*. 

Whilst professional services to assist with care planning are available, they often come at a cost, can be disjointed from financial planning and people may not be sure of their value until it is too late.

In this webinar, Grace Consulting representatives will talk about the Care Advisory Service that is offered free of charge to all new Ingenious Estate Planning investors.

*Age UK, Briefing: Health and Care of Older People in England 2019

How wealth managers can help to close the care planning gap

Care

Wealth Management

Estate Planning

Later Life

Later Life Planning

The accounting and tax community on BrightTALK features relevant content around tools and strategies for tax planning, internal controls, auditing and more. Join the conversation by engaging with accounting and tax thought leaders and accountants and asking questions during live webinars and round table discussions on tax and auditing topics.

Accounting and Tax

Welcome to the UK wealth managers community on BrightTALK! Join thousands of UK wealth managers on BrightTALK to share and learn about wealth planning, the best investment funds and more. Browse hundreds of on-demand webinars and videos presented by recognized wealth management professionals and increase your engagement by participating in live interactive webinars.

UK Wealth Managers

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

Get powerful financial planning and analytics insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge and drive optimal financial performance for your company.

Financial Planning and Analysis

Get powerful venture capital insights from influential investment experts. Connect with thought leaders and colleagues to get the most up-to-date knowledge and understand market trends and investment opportunities.

Venture Capital

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.

How wealth managers can help to close the care planning gap

Presented by

About this talk

More from this channel