Name: The growth of Equity Release for Inheritance Tax Planning purposes
Start: 2021-09-14T09:30:00Z
End: 2021-09-14T09:30:44.000Z
Location: BrightTALK
Rating: 4

View the latest videos, webcasts, news and presentations from Panacea Adviser and partners.

This area provides free thought provoking webcasts to support and educate Advisers and includes general industry webcasts and those that can help advisers with their day-to-day business.

The schedule of programmes is updated on a regular basis so keep coming back to stay in touch.

A strong Q4 brought a challenging year to a close. But what next? We explore prospects from here and explain how the portfolio’s positioned as we progress in 2024. And with 2023 proving to be the hottest year on record, we discuss our efforts to model and then reduce the carbon footprint of our CT Responsible Global Equity Strategy.

Investing responsibly in global equities in 2024 & beyond

In this interactive session we’ll explore key themes driving economies and markets together with their implications for sustainable investment and our portfolios from a performance and positioning perspective.  This time round Simon and Eloise will be joined by Patrick Newens of the UK Equities team for a deep dive into our approach on sustainable investing in the UK, including a spotlight on some of the leading UK firms held in the portfolios.

CT Sustainable Universal MAP range – Q1 2024 update & spotlight on UK equities

This 30-minute panel session will focus on an enlightening new report from AKG Financial Analytics in association with Schroders and Fluido. The paper itself has been designed to create debate on NextGen and how advisers need to change their business models if they are to attract the next generation of clients.

Stuart Podmore Investment Propositions Director at Schroders will be chairing the webinar, where he will be joined by Gillian Hepburn, Schroders’ Head of UK Intermediary Solutions and Matt Ward, Communications Director from AKG. 

Together, the panel will discuss: 

An overview of the report production
The research, the respondents, and a discussion around what is meant by NextGen.

Understanding consumers
Consumer concerns, sentiments, priorities, interest in investing and appetite for responsible investing, plus how they get their information / buy and engage.  

Adviser behaviour and sentiment 
The importance of NextGen and factors driving practice development, business models, profiling, and client acquisition strategies.

Next steps - what this may mean for your business
The challenges and the technology that will enable the transition plus what businesses need to do to understand and reach this audience.

NextGen or LostGen?

After a painful period of aggressive rate rises, US inflation is headed back towards the US Federal Reserve’s 2% target. Significant cuts in interest rates should follow in late 2023 & 2024. There’s been much less progress  in the UK but that is about to change. But recession risks remain on both sides of the Atlantic. Our Chief Economist, Steven Bell discuss this and the outlook for financial markets.

Are interest rates set to fall?

In the year we mark 25 years of the Strategy join us as we dive deep into our latest Impact report.  We’ll explore SDG alignment, assess performance against key sustainability metrics, and showcase the impact of our engagement.  We’ll also highlight recent performance and activity and talk about how the portfolio is positioned as we head into the next 25 years.

Making an impact - CT Responsible Global Equity Fund

As well as our usual look at performance, activity and positioning, this quarter join Scott Spencer and Anthony Willis who will also be taking a closer look at the boom in artificial intelligence.  They will explore what the focus on AI has meant for markets and discuss why they have recently moved to increase the ranges exposure to Japan.

Q2 23 CT Multi-Manager – AI drives markets and adding to Japan

Managers of The Global Smaller Companies Trust, Peter Ewins and Nish Patel, discuss the prospects for smaller companies against the backdrop of inflationary pressures and higher interest rates. They will also cover how the economic backdrop is informing their portfolio construction.

What is the outlook for global smaller company equities for the rest of 2023?

Our pioneering social bond funds actively allocate capital to address real social needs, using a broad range of bonds to target specific positive social outcomes. Join Portfolio Manager, Tammie Tang, as she outlines the evolution of the team’s social bond fund range – including looking at new global opportunities and discussing the principles of social alpha, the team’s investing methodology, and how they work with independent social partners to review, advise and monitor social impact.

Investing globally via bonds to make a positive impact

After aggressive rates rises by the leading central banks, inflation has turned down and the world has avoided recession. In this month’s webinar, Steven Bell, our Chief Economist analyses the prospects for the global economy and the implications for financial markets.

Where to next for the global economy?

Join Simon Holmes, Nick Henderson and Eloise Robinson of the CT Sustainable Universal MAP team for their take on the economic and market backdrop.  During this webinar they will also explore the approach to identifying sustainability leaders – and explain why persisting structural themes bode well for their prospects from here on out. 
With the release of our latest CT Sustainable Universal MAP range Impact report, we will also discuss how the portfolios stack up relative to key sustainability metrics.

CT Sustainable Universal MAP - Sustainability matters

2022 was a difficult year in the industry – bonds didn’t diversify stocks and many multi-asset funds didn’t diversify one another. If one lesson was learnt off the back of this, it was that name diversification does not equal fundamental diversification. 

In this 30-minute presentation, Orbis highlights the importance of true fundamental diversification against the backdrop of the value versus growth cycle, the importance of rebalancing, and how a well-diversified, regularly rebalanced portfolio can improve outcomes in the decumulation phase.

By the end of the session, you will be able to:

1.       Explain the benefits of regular rebalancing
2.       Distinguish between name diversification and true fundamental diversification
3.       Articulate the benefits of blending funds with different styles, including in decumulation

Balancing the Blend

US recession fears are on the rise, but equity markets appear unperturbed. Paul Niven, manager of F&C Investment Trust, explores whether the new bull market in tech stocks signals a recurrence of narrow returns and whether diversification into a downturn still makes sense for investors.

Does diversification into a downturn still make sense for investors?

Why has the performance of the UK market lagged that of many other countries despite its recovery since October 2022? Julian Cane, manager of CT UK Capital & Income Investment Trust, will look at some possible explanations. Although there are reasons to be cautious of the UK economy, it’s also notable that the Bank of England has just made a substantial upgrade to its economic forecasts. While a higher rate of inflation is recognised as a drag on investors’ real returns, the potential of growth from equities can be seen as a cure. The trust isn’t managed with a particular macro view of the economy, but on a bottom-up basis, with a focus on individual stock selection. Julian will cover positioning in the current climate and the main drivers of performance.

Why the apathy surrounding UK equities?

Central banks are tightening policy to fight stubborn inflation and this is putting pressures on everything from house prices to corporate profit margins. Steven Bell, Chief Economist, EMEA, discusses whether equities will become a casualty in the disinflation battle.

Can equities survive the fight against inflation?

We believe that income-seeking investors shouldn’t have to compromise their sustainability preferences in their search for dividends.
The world faces ever-growing challenges which come from living on a planet with growing populations and depleting natural resources. Companies addressing sustainability megatrends face an outlook of structural growth and can generate attractive and growing cashflows, which are supportive of dividend payments. Meaning that sustainability and income generation can go hand in hand.
In this webinar, Portfolio Manager Nick Henderson will introduce the newest fund to launch within our successful Global ESG Equity franchise, the CT Sustainable Global Equity Income Fund. Nick will outline why he believes that focusing on sustainability leaders is the best way to achieve an attractive and resilient income in the years to come as well as offering investors a differentiated style dynamic relative to many ESG equity funds.

CT Sustainable Global Equity Income: resilient income from sustainable leaders

Following the failure of three US banks, the market expects the US Federal Reserve to cut rates before the year is out. Headline inflation has fallen in the US and in Europe, but core inflation remains too high in the US and Europe and the U.K. has high headline and core inflation. In this month's webinar Steven Bell discusses the macro-outlook and draws conclusion for interest rates and financial markets.

Have interest rates peaked?

Consumer duty is about delivering good outcomes for clients, and that's great.  But this is a minimum standard to be met by all practitioners and firms. 

So, what will make you stand out?

In this powerful and informative webinar you will discover:

1. Creating value begins with how you see yourself and what you can do for your clients
2. The three levels of value creation and why two of them are under threat
3. What are you really selling (most advisers do not understand this and it’s really important)?
4. How to raise the quality and impact of every client meeting

This timely webinar will show you how to consistently deliver exceptional value for your clients beyond transactional advice.

Book your place now to avoid missing out.

We hope to see you there.

The hidden key to creating exceptional client value - every time!

We take a look back at eventful quarter for economies and financial markets.  Is inflation on the way down, do central banks need to raise rates much further and has a recession been avoided?  We'll cover these topics as well as the performance and positioning of our CT MM Navigator and CT MM Lifestyle ranges.

CT Multi-Manager Q1 2023 review

Equity Release has seen a growth of the amount used for gifting to family over recent years, however the total amount gifted is still less than £440 million per year.

Is this because clients do not understand the benefits of using property wealth as part of their Tax Planning, or because Financial Advisers do not?
 
Learning Objectives:
- Understand the current size of the Equity Release Market
- Learn how Equity Release products have changed to become more flexible in recent years
- Analysis of interest rate changes in the Equity Release market over the last five years
- An understanding of how property wealth could be considered alongside other forms of wealth
- Gain an appreciation of what Equity Release can be used for
- Understanding case studies and how these potentially reduce clients Inheritance Tax liability
- How working with an Equity Release Council Equity Release Advisor can benefit your firm

The growth of Equity Release for Inheritance Tax Planning purposes

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The growth of Equity Release for Inheritance Tax Planning purposes

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