BUILD: Specialist Investments

Our Specialist Investments workshop will take you through a range of topics covering those slightly less vanilla investment choices for clients. We have fantastic speakers lined up to guide you through 2.5 hours of CPD focusing on investments that are suitable for certain clients, options and some compliance considerations when adding these to a portfolio.

Agenda

Intergenerational planning and engagement – TIME Investments

Trillions of pounds are passing to beneficiaries, and it is posing both threats and opportunities for financial advice. Throughout this session, TIME will use their own consumer research to explore the characteristics of different generations as well strategies to engage with those considered to be the clients of the future: Millennials and Gen Z. TIME will review the different routes to effective estate planning, and the role BR investments can play in helping to develop a ‘firm to family’ advice proposition.


Consumer Duty and getting estate planning done – Octopus Investments

We all know about the need for advice when it comes to estate planning. This is of more importance under Consumer Duty. Many families in all regions across the UK face a potential inheritance tax liability.

And we all know about the importance of estate planning to fulfil your duty as a financial adviser and to ensure positive outcomes for your clients.

So, let’s talk about solutions and how you can recommend a strategy with confidence.

After attending this session, delegates will understand:

  • Why inheritance tax is a growing concern and understand the solutions available for clients with different needs.
  • How Business Relief can help and how you can recommend Business Relief-qualifying investments with confidence.
  • How to approach estate planning under Consumer Duty.
  • A range of practical tips and approaches to help clients make positive decisions about leaving their estate to loved ones.

Corporate BR – Blackfinch

If you have clients who are business owners you will know it’s common to hold a surplus of cash that isn’t producing returns. As this can provide a valuable cushion, owners don’t want to take undue risk with it. Yet the surplus can compromise a business’s earning potential and tax reliefs.

The solution could be a Corporate BR service which can enable business owners to put surplus cash to work while staying in control of capital and ensuring surplus cash always remains within the business. Using the service can help business owners see a return on their cash as well as maintaining or reinstating Business Relief (BR) for Inheritance Tax (IHT) relief and Business Asset Disposal Relief (BADR) for Capital Gains Tax (CGT) relief without taking undue risk.

Blackfinch will walk you through how a Corporate BR service works and from this session, you will learn the type of client who might be suitable, how they can benefit and the important role you as the adviser can play.

Date

Sep 21 2023
Expired!

Time

9:30 am - 12:00 pm

Location

Online
The Verve Group

Organizer

The Verve Group
Phone
01325 952116
Email
hello@weareverve.co.uk
Website
https://weareverve.co.uk
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