The increasing need for effective care planning
The target audience will be financial planners, paraplanners, accountants, legal professionals and investment managers.
The learning objectives will be to:
• Provide an overview of the long term care market & the increasing need for effective care fee planning
• Explain how to use Business Relief (BR) as part of a care fee planning strategy for your clients
• Explain how Business Relief (BR) compliments other estate planning options
• Explain client suitability and how to quantify risk
The learning outcome will be to increase our understanding of EIS and BR qualifying investments and financial planning scenarios where their use might be appropriate.
About the speaker
Ingenious works closely with professional advisers to provide a range of innovative investment opportunities in the media, clean energy and real estate sectors. They aim to provide advisers and their clients with straightforward, yet innovative and versatile, financial planning solutions.
Simon is an Investment Director in the Client Relationship Team, responsible for developing relationships with Investors and their Advisers.
Commencing his career in retail banking, Simon has amassed a wealth of experience during his 30 years in the financial services sector. As well as working with a number of the UK’s leading financial institutions in a variety of client facing and leadership roles, Simon has also successfully grown his own wealth management and product distribution businesses.
Simon has a deep understanding of the advice process, the commercial realities of managing a regulated financial services business, and a passion for thought leadership. He therefore enjoys a great affinity with the professional advice community and utilises his skills and knowledge by developing excellent relationships with advisers, helping them to deliver great solutions for their clients.
Simon holds the CISI Level 6 Private Client Investment Advice and Management qualification.
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