Financial Liverpool - The BPR Market and Unlocking Planning Opportunities for Individuals and Business Owners

Thursday, 05 November 2020
12:00 pm – 1:00 pm
    • Tom Hind, Senior Business Development Manager, Stellar Asset Management

The BPR Market and Unlocking Planning Opportunities for Individuals and Business Owners

In this talk, Tom will analyse the various structures available in the market for Financial Planners and their clients and identify the key benefits and drawbacks of utilising each one. Tom will also discuss the opportunity that Inheritance Planning presents advisers over the next 10-15 years and identify Business Owners as a largely untapped market for new business.

Learning Objectives:

    • To identify the variety of structures available in the BR market and the benefits of utilising each one
    • To understand the key opportunities available to Financial Planners in utilising BR to generate new business.
    • To understand how BR can be used to unlock potential from Accountancy and Solicitor contacts through identifying the need for tax-planning for Business Owners.

About the speaker:

Tom graduated from Sussex University with a BA (Hons) in Geography and International Relations. Prior to joining Stellar, Tom was training to be a financial adviser before developing a keen interest in investment services. Tom is halfway towards his Level 4 Diploma in Regulated Financial Planning and is also working towards his IMC. He is also a keen skier, supports Liverpool FC and plays football for his local team.

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.

Ticket type Price   Qty  
Registration
Free