How inheritance can be managed differently

Wednesday, 21 October 2020
9:30 am – 10:30 am
    • Malcolm Tyrrell

Property is a very important source of wealth for the majority of clients but this means approximately 24,000 estates a year have an IHT liability.

The number of homes reaching a couple’s £1m threshold is rising each year and is anticipated to be up to 1.6m in 2029 – especially as 770,000 properties in the UK are currently worth over £1m, creating £2.5bn of property wealth for the over 75’s.

These are huge numbers resulting in many clients wanting to know how, and if anything can be done to mitigate some of their IHT liability.

In this session we will compare how effective Wealth Management strategies can be using pension funds and Lifetime Mortgages.

Lifetime mortgage market growth and changing attitudes – A new opportunity?

Future market drivers for change

“Just for You Lifetime Mortgage” - A modern approach

Malcolm Tyrrell-Retirement and Later Life Specialist-Just

Malcolm Tyrrell is a Retirement and Later Life Specialist at Just. Malcolm shares his knowledge of the retirement and later life markets with intermediaries through the delivery of high quality presentations and workshops.

He has over 39 years’ experience in financial services, both with a number of major providers and in his own IFA practice. Since 1990 Malcolm has specialised in training and business development.

In 2007 Malcolm joined Just, where his expertise puts him in an ideal position to help financial intermediaries realise the considerable opportunities in these key markets.

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.