Protecting a Legacy - IHT Planning

Wednesday, 04 August 2021
10:00 am – 11:00 am

Summary

Join Royal London as they take a closer look at the opportunities available to you in the Inheritance Tax Planning (IHT) space and how you can engage with your clients on the benefits of using regular premium life plans.

The session will be hosted on Microsoft Teams and a link will be included in the confirmation email issued after reserving your place.

Learning Objectives

  • Understand how your clients are affected by IHT.
  • Be aware of the opportunities for new revenue streams from the use of protection plans.
  • Discover how Royal London can support you in this market.

Our Speakers

Shelley Read, Senior Protection Development and Technical Manager

Shelley has worked in financial services for over 25 years, starting her career in the Mortgage world and then from 2008 in protection field Face to Face Sales. Shelley was originally with Bright Grey and Scottish Provident and latterly representing Royal London in the West Midlands and Warwickshire area. Shelley moved to her current team in July 2017 and now covers all of the UK.

Shelley is involved in developing adviser facing content, presenting, writing articles and commenting for the press. Shelley therefore has an in-depth knowledge of the mortgage and protection market and her strengths have been training and coaching advisers to recommend protection solutions to their clients and delivering this coaching in an easy to understand and simple way. Shelley’s area of expertise also includes Family Protection and Business Protection.

Shelley hosts a monthly book club in Sutton Coldfield and also enjoys attending various cookery courses both at home and abroad to improve her cooking skills and her love of entertaining friends and family.

Gregor Sked – Protection Development and Technical Manager

Gregor’s exposure to financial services began back in 2011. Most of his early career was spent at Standard Life where he was a presenter in the workplace pension engagement team. He joined Royal London in 2018 to spend more time on protection in the Intermediary market. Gregor is involved in developing adviser facing content, presenting, writing articles and commenting for the press.

Gregor is also studying towards a Diploma in Financial Planning through the CII.

Even though he spends most weeks travelling the length and breadth of the UK for business, in his spare time he loves travelling the world and planning future adventures. He also loves cooking, running and when he’s not travelling can be found on the golf course patching up all the divots he’s made.

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.