The next instalment of our Masterclass Series is the BPR Masterclass for IFA’s and Wealth Managers to be held at the BDO Offices in London.
With the nil rate band frozen and asset prices rising, it is estimated that 5,000 more estates a year will be liable for IHT by 2019 – so mitigating IHT is now a problem that affects the mass affluent…
For advisers looking for swift, simple IHT solutions that are flexible enough to give their clients ongoing access, BPR cannot be overlooked. But our research shows that many advisers have concerns around the investment risks, lack of liquidity and suitability of BPR products.
The BPR masterclass is designed to address these concerns and help you acquire the technical knowledge you need to be considered an expert in this specialist area.
Research shows that estate planning is one of the main areas where clients feel advisers add the most value.
The masterclass covers:
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- Understanding how to compare BPR with other estate planning solutions
- Inform your due diligence when assessing client suitability and compliance for BPR
- Learn more about the BPR universe – both on and off AIM
- Gain practical insight into the liquidity of BPR products
- Get an update on HMRC’s view of BPR
- Find out how to manage client expectation of estate planning and BPR
The intention is to avoid the usual product pitches and instead give you insights and practical knowledge from some of the industry’s most perceptive thought leaders. This must-attend event for advisers looking to enhance services for clients will provide 3 hours structured CPD. Attendees will also receive a complimentary copy of our 32,000 word BPR Industry Report, due to be launched at this event.
Advisers will leave the event feeling safe in the knowledge that they are up to date with the latest developments in the sector. Most importantly, attendees will be equipped to deliver a service that is hugely valued by their clients.
Speakers at this event include Tony Mudd of St James’s Place;Simon Ruthers & Oliver Hughes of Oxford Capital; Henny Dovland of TIME Investments; Edward Grant & Gabrielle Beaumont of Ingenious Investments;Hugh Rogers of Puma Investments and David Brookes of BDO.
To register for your place today click on the button