Matt Dickens, Senior Business Development Director, Ingenious and David Nugent, Managing Director, Grace Consulting
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
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
Tom Brown, Managing Director of Ingenious Real Estate
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.
Senior Investment Director, Guy Ranawake, will provide an insight into the art of balancing risk and reward through a diversified portfolio of growth investments which qualify under the Enterprise Investment Scheme.
IEP Private Real Estate: the essential core of any Business Relief portfolio?Matt Dickens & Simon Harryman, Senior Business Development Directors, Ingenious[[ webcastStartDate * 1000 | amDateFormat: 'MMM D YYYY h:mm a' ]]32 mins