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Accountants are uniquely positioned to help clients transfer wealth between generations in a tax efficient manner. By offering clients an integrated service that brings together probate, estate administration, inheritance tax planning and wills, and working with a panel of FCA regulated financial advisers, ICAEW Chartered Accountants can position themselves as trusted personal finance directors of first choice in the professional advice market.
This event has been designed to help advisers develop their business in this increasingly important sector, understand how they are uniquely positioned to help SME owners protect their wealth, and discuss how the different areas of 'WealthCare' can be brought together in an integrated solution.
John Gaskell, Head of Personal Financial Planning, ICAEW
Tomorrow’s practice today
Changing times and changing generations, 80% of millennials lack WealthCare but will be responsible for parental care. Accountancy is confronting a new era of disruption and opportunity, digitisation and technology can be harnessed to create a high level strategy for the future.
David Newick, Managing Director, Arken Legal
Goal based planning: Putting your clients’ needs at the heart of your business model
Steve Pipe, Founder, Accountants Changing the World
The £5.5 trillion opportunity: Inter-generational wealth planning
Stream A - Probate
Stream B - Business DevelopmentThe team from Arken.legal and their partners will lead this workshop to help create or grow your estate planning practice. The workshop will encourage you to think about the challenges and opportunities in your individual business and will work through how you can implement any of the strategic options open to you.
ICAEW Update: Quality Assurance Department
Janet will take you through recent developments in the approach to monitoring probate accredited firms at ICAEW. She will share findings from the reviews the Quality Assurance Department carried out to probate firms in 2019, including best practice recommendations.
Janet Hartas, Senior Manager Quality Assurance, ICAEW
Pension death benefits: The good, the bad and the ugly
During the course of this session, Prudential will explore how pension death benefits can be used to cascade wealth down the generations in a very tax efficient manner. They will also go into the pitfalls that can occur and look at the importance of considering flexibility vs ultimate control.
Vince Smith-Hughes, Director of Specialist Business Support, Prudential
Marketing: It's not just probate
There is an inextricable link between Wills, probate and estate administration. Integrating these services is the simple solution. David will explain his three strategies for success.
Stream B - Business developmentThe team from Arken.legal and their partners will lead this workshop to help create or grow your estate planning practice. The workshop will encourage you to think about the challenges and opportunities in your individual business and will work through how you can implement any of the strategic options open to you.
17:00 - 18:00
NB. Programme may be subject to change
Built on technology and talent acquired from the purchase of DPL Professional, a specialist in the development of expert Will and Trust systems since 1992, Arken.legal offers intelligent solutions to digitise your Will and estate planning business. Arken.legal’s flagship product, Arken, is the heart of the product suite. With Arken you’ll save time delivering accurate documents that reflect your client's circumstances. Arken’s advanced automation and wealth of features and functionality, enables your whole team to quickly create high quality Will documents, no matter how complex. This includes Expression of Wishes, Lasting Powers of Attorney, Severance of Joint Tenancy (SJT) and General Powers of Attorney.
We help people build their futures with long-term savings, investments and pensions. And with nearly five million policy holders in the UK alone, we're one of the country's leading Life and Pensions providers. We're also one of the longest-established, with roots going back to 1848.
Octopus Investments, part of the Octopus Group, is an award-winning, fast-growing investment business dedicated to delivering quality services and products to financial advisers and investors across the UK. We offer products ranging from tax-efficient investments to multi-manager funds, UK smaller company investing, cash management and peer to peer lending. At Octopus we champion the value of financial advice and passionately believe that more people and their families could benefit from financial planning. We want to change the world of investments by offering a straight-talking approach, exceptional customer service and a range of products that aim to do what they say they will.
Tavistock Law are an Independent Financial Planning and Advisory Business that serves Private Clients by delivering an ‘off-the-shelf’ Trust Investment Management Service, endorsed by the Law Society to provide advice to all its members.
Mercia incorporating SWAT is one of the leading providers of training and support to the UK and Ireland accountancy profession. Over 6,000 firms attend their training events annually, relying on their technical products to promote themselves. They hold over 1,000 courses across 80 UK venues, along with 200 online courses that are accessible at any time.
To partner with us at the 2020 Personal Financial Planning Spring Conference please contact Libbie.Broderick@icaew.com for further information and pricing.
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