Forthcoming events

This month

How inheritance can be managed differently

  • Wed 21 Oct 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.

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All forthcoming events

What are ETF’s presented by Blackrock

  • Wed 18 Nov 9:30 am – 10:30 am
    • Tom Husmann

Session Overview: An ETF combines the diversification benefits on an index fund with the intraday flexibility of a stock. Although an ETF seeks to track an index, success can vary, and a variety of factors can impact this, including ETF structure, access to the underlying markets, tax considerations and impact of currency. In this presentation, Tom will draw on his extensive experience to highlight the benefits of using ETFs in portfolios and what to consider in the product selection process.

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What are ETF’s presented by Blackrock - Part 2

  • Wed 18 Nov 9:30 am – 10:30 am
    • Nurul Nasir, iShares EMEA Markets Coverage team

In this presentation, Nurul will draw on her experience as an ETF trading specialist to discuss how trading ETFs can be simple.

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