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Financial planning and property investing: the new normal

Virtual Personal Financial Planning Conference 2020

Now available on-demand

This event has been developed to focus on personal financial planning and residential property issues to help individuals and professional advisers navigate their way through these extraordinary times.

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Sessions and topics relevant to all

ICAEW’s carefully selected content partners will present informative and interactive sessions to cover a range of topics relevant to all members. Pick and choose workshops and presentations to fit around your day and watch recordings from both days at your convenience.
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Global economy

COVID-19, US election, Brexit – implications for your personal finances.

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Professional insight

Listen to experts talk investment, pensions and residential property in turbulent times.

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Practice development

The power of collaboration in the virtual world.

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Residential property

The new normal and beyond

Tickets

 

Member

ICAEW Member

Free
Ticket includes both days and access to all recordings.
Non-member

Non-member

Free

Ticket includes both days and access to all recordings

The programme

18 November

Introduction
John Gaskell, Head of Personal Financial Planning at ICAEW
On-demand
Economic update and implications for personal investments
George Lagarias, Chief Economist at Mazars UK, takes a look at the US election, Brexit and COVID-19. What does it mean for you?
On-demand
Pensions drawdown strategies
Luke Brooks, Head of Financial Planning at Tilney Smith and Williamson, discusses sustainable income during extraordinary times.
On-demand
Demystifiying trusts: Unlocking the opportunity
Many people do not fully understand the benefits that trusts offer. This interactive session from Tavistock will help explain how trusts can be used to unlock value to individuals, families and business owners, and their professional advisers.
On-demand
Residential property update: Reality and myths
Kate Faulkner, Propertychecklists, and Alan Milstein, Residential Property Surveyors Association, outline five things you need to know about the property market in 2021 and five things you need to know about buying, owning and selling a property.
On-demand
Workshop: Property finance in the 'new normal'
Mortgage market update for first-time buyers, 2nd steppers and existing borrowers. The session looks at the impact of COVID-19 on the mortgage market and residential property finance for entrepreneurs/self employed. Kinnison’s Ian Gray and Jatin Patel will also discuss preparing your mortgage application and common mistakes.
On-demand
Lifetime mortgages: Have they come of age?
John Chew, Penson, Tax and Estate Planning Specialist at Canada Life, looks at the journey of lifetime mortgages and contrasts this with options now available. He will use a case study to consider the challenge of where lifetime mortgages would fit compared to other financial assets when providing income to clients in later life.
On-demand
Workshop: Later life borrowing - financial planning tool or financial millstone?
Saviour or curse? Jon Lane, Later Life Lending Expert, and Jatin Patel, Founding Partner, at Kinnison Limited, look at mortgage options for the over 55s and the benefits and risks.
On-demand
Asset allocation done right for the new normal
In this session Netwealth's Iain Barnes and Sam Pitts-Tucker will discuss: the financial market backdrop and the new normal; sensible asset allocation steps to navigate uncertain times; and how to manage your wealth and be financially prepared.
On-demand

19 November

Introduction
Eric Clapton, Director of Clapton Consultants
On-demand
What’s going on (or may go on) in the financial planning world?
Mark Devlin, Senior Technical Manager at Prudential, will look at potential change in the tax system based on recent consultations. He will look at how the system could be simplified, provide information on how the system is affecting clients’ behaviour and examine what rumours could mean for planning.
On-demand
The new normal: Interacting with clients in the virtual world
A panel discussion on the new ways of working and an interactive Q&A. Chaired by Richard Bertin the panel includes: Luke Brooks, Head of Financial Planning at Smith and Williamson, Olivia Bucher from Mazars and Vince Smith-Hughes from Prudential.
On-demand
The power of collaboration
Octopus Investments' research findings are presented and discussed on this panel session. Chaired by by Charlotte Fairhurst, Strategic Partnerships Manager at Octopus, the panel includes representatives from Canada Life, Tavistock and Clapton Consultants.
On-demand
Thought leadership: Unlocking the opportunity
Richard Bertin, Founder and CEO of Tether and member of ICAEW's Personal Financial Planning Advisory Group, will discuss the missing link between corporate and personal financial planning.
On-demand
Workshop: Probate services – the how and the why
In this pre-recorded session David Norris, a Director at Mercia Group, and a representative from ICAEW will consider the benefits of bringing probate services into your practice.
On-demand
Professional refresher: ICAEW's Designated Professional Body (DPB) Scheme
Learn how firms can enhance the services that they offer to clients with a DPB (Investment Business) Licence. Eric Clapton, Director of Clapton's Consultants, and ICAEW's Dean Neaves summarise the activities that licensed firms can undertake and provide practical guidance on how to select collaborators.
On-demand
Professional Insight: Tax update - property investment
An update from MHA MacIntyre Hudson on the rules in connection with property income and expenditure, as well as planning opportunities for investors. It will examine whether more substantial property investments should be incorporated and how this can be done tax efficiently, as well as examine tax considerations in connection with non-resident/non-domiciled investors in UK property.
On-demand
Workshop: Buy-to-let finance - the impact of COVID-19
Mortgage market update for conventional buy to let, HMOs and student accommodation from Jatin Patel and Farryl Rabinowitz, Partners at Kinnison Limited. The session covers incorporating your portfolio and refinancing.
On-demand
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Testimonials

Feedback from the Property Investing Conference delegates 2019.

 

Interesting, challenging and enjoyable.

Previous attendee ICAEW Property Investing Conference 2019

Incredibly worthwhile event to attend. Very topical and on point.

Previous attendee ICAEW Property Investing Conference 2019

Excellently organised from all points of view.

Previous attendee ICAEW Property Investing Conference 2019

Overall I thought the event was excellent. I do hope the event is run again next year.

Previous attendee ICAEW Property Investing Conference 2019

Workshop conducted...was particularly beneficial addressing practical points.

Previous attendee ICAEW Property Investing Conference 2019

Our speakers

Iain Barnes is a speaker at ICAEW's Personal Finance Planning Conference 2020
Iain Barnes Head of Portfolio Management, Netwealth

Iain has 20 years of investing multi-asset portfolios at Netwealth, UBS and Schroders. Experience with institutional and HNW clients across active and passive strategies. Iain has been a CFA charter holder since 2003.

Richard Bertin is Founder and CEO of Tether and a speaker at ICAEW's Personal Financial Planning Conference 2020
Richard Bertin Founder and CEO, Tether

A member of ICAEW’s Personal Financial Planning Advisory Group, Richard established a successful fee-based wealth planning business, selling a stake in 2016 to Stonehage Fleming. He further built the group’s private client financial planning arm before leaving in 2019 to establish Tether, which is launching personal financial planning software for accountants.

Luke Brookes, Director, Smith & Williamson Financial Services, is a speaker at ICAEW's Personal Finance Planning Conference 2020
Luke Brooks Head of Financial Planning, Tilney Smith & Williamson Financial Services

Luke joined Smith & Williamson in 2005 after attaining the AFPC qualification with Kingston Smith Chartered Accountants. As Head of Financial planning he advises private clients on their financial planning needs, specialising in pension funding and retirement planning.

Olivia Bucher is Swiss-British Financial Planner at Mazars and a speaker at ICAEW's Personal Financial Planning Conference 2020
Olivia Bucher Financial Planner, Mazars

Olivia joined Mazars’ Financial Planning Team in 2019. She holds the Investment Advice Diploma and Chartered MCSI status with the Chartered Institute for Securities and Investments. She looks after private clients and owner-managed businesses in pension and retirement planning, investment planning, protection and tax planning strategies.

John Chew is a Pension, Tax and Estate Planning Specialist at Canada Life and a speaker at ICAEW's Personal Financial Planning Conference 2020
John Chew Pension, Tax and Estate Planning Specialist, Canada Life

John has 30 years' experience working with advisers to help them navigate the issues of retirement and estate planning. Most recently, he was Commercial Director at Fidelity International, responsible for the strategy for Fidelity Retirement Services. Previously, he was Product and Funds Director in the savings business of Legal and General.

Eric Clapton, Director at Clapton Consultants, is a speaker at ICAEW's Personal Financial Planning Conference 2020
Eric Clapton Director, Clapton Consultants

Eric has more than 25 years’ experience as a qualified financial adviser and investment manager, with a particular interest in pension and retirement planning. He was previously a senior partner of a regional firm and latterly as the Managing Director of a successful discretionary investment manager.

Mark Devlin, Senior Technical Manager from Prudential, is a speaker at ICAEW's Personal Financial Planning Conference 2020
Mark Devlin Senior Technical Manager, Prudential UK

Mark is a member of Prudential's Technical team, based in Edinburgh. He has worked in the industry since 1998 and has held a variety of roles in financial planning, including: mortgage packaging, sales support, paraplanner, IFA and business assurance.

Charlotte Fairhurst, Strategic Partnerships Manager at Octopus Investments , is a speaker at ICAEW's Personal Financial Planning Conference 2020
Charlotte Fairhurst Strategic Partnerships Manager, Octopus Investments

Charlotte has spearheaded Octopus’ professional connections initiatives for three years supporting financial advisers, accountants and solicitors develop their referral relationships. Having worked closely with professional bodies, such as ICAEW, STEP and SOLLA, Charlotte has a wealth of experience in championing successful referral relationships.

Kate Faulkner, property expert and founder of Propertychecklists and speaker at ICAEW's Personal Financial Planning Conference 2020
Kate Faulkner UK Property Expert, Propertychecklists

Kate is passionate that many problems in the residential property market can be solved if the media, industry and government work together to educate consumers on how to carry out property projects. To aid this, she has set up Propertychecklists and working groups for Home Buying and Selling and The Lettings Industry Council.

Paul Garwood, Director, Head of Personal Financial Planning, Smith & Williamson is a speaker at ICAEW's Personal Finance Planning Conference 2020
Paul Garwood Partner, Personal Financial Planning, Tilney Smith & Williamson

Paul is a Chartered Accountant, Chartered Tax Adviser, a member of STEP and Fellow of the Personal Finance Society who specialises in financial planning for high net worth individuals and families. He joined Smith & Williamson in 1996 and has 30 years of professional experience.

John Gaskell, head of personal finance planning at ICAEW
John Gaskell Head of Personal Financial Planning, ICAEW

John oversees ICAEW’s PFP Community and ICAEW’s Personal Financial Planning Advisory Group. His role involves liaising with the FCA and other regulators, working across different areas of ICAEW and with external stakeholders. He began his career as a private client stockbroker and investment manager before working as an independent financial adviser.

Ian Gray is a Senior Partner at Kinnison and a speaker at ICAEW's Personal Financial Planning Conference 2020
Ian Gray Senior Partner, Kinnison

Having started his career as a private banker in Canada, Ian relocated to the UK in 2002. He has spent 12 years as a mortgage broker specialising in £1m+ residential and buy-to-let mortgages from the whole market. He is regularly quoted on mortgage industry topics in the Sunday Times and trade papers.

Chris Greenhalgh FCA is a Manager in ICAEW QAD team and a speaker at ICAEW's Personal Financial Planning Conference 2020
Chris Greenhalgh FCA Manager, ICAEW

Chris joined the Quality Assurance Department of ICAEW in 2013, having previously been a senior manager in a regional practice working in audit, accounts and tax. He manages QAD’s probate monitoring and leading a team of reviewers who carry out practice assurance, audit and DPB monitoring visits.

James Kipping, Tax Partner at MHA MacIntyre Hudson, a speaker at ICAEW's Personal Financial Planning Conference 2020
James Kipping Tax Partner at MHA MacIntyre Hudson

James is MHA’s Head of Private Client and joined the firm in 2005. He covers a range of tax issues, both personal and corporate. Concentrating on owner-managed businesses, high-net-worth individuals and trusts, his expertise covers income tax, CGT and IHT planning, as well as the corporate and transactional tax issues

George Lagarias, Chief Economist, Mazars UK and speaker at ICAEW's Personal Finance Planning Conference 2020
George Lagarias Chief Economist, Mazars UK

George joined Mazars in 2016 and is the Chief Economist at Mazars Wealth Management. He has 15 years’ experience in financial markets as an analyst, investment strategist, economist and fund manager. He has worked for asset managers EFG and Close Brothers, as well as wealth managers Alpha Bank, Eurobank and Marfin.

Jon Lane is Later Life Lending Expert at Kinnison and a speaker at ICAEW's Personal Financial Planning Conference 2020
Jon Lane Later Life Lending Expert, Kinnison

Jon has worked in financial services for more than 18 years, specialising in equity release mortgages for the last six years.

Alan Milstein is the Chairman of the Residential Property Surveyors Association (RPSA) and a speaker at ICAEW's Personal Financial Planning Conference 2020
Alan Milstein Chairman, Residential Property Surveyors Association (RPSA)

Alan retrained as a surveyor following a successful sales and marketing career, going on to achieve a Professional Diploma in Historic Building Conservation & Repair. As a founder member of RPSA, Alan became chairman in 2012 and has helped it grow to become the leading professional organisation for independent residential surveyors.

Dean Neaves, Senior Manager Quality Assurance, ICAEW
Dean Neaves Senior Manager, Quality Assurace, ICAEW

Dean joined ICAEW in 2016. He qualified as a Chartered Accountant with PwC and spent more than 20 years in the audit practice working with clients from small start-up techn businesses to larger listed groups. He also worked on several transactions, including IPO’s, fundraising and acquisitions.

David is a Director of Mercia and a speaker at ICAEW's Personal Financial Planning Conference 2020
David Norris Director, Mercia

David is responsible for reviews, manuals and technical queries service lines at Mercia. He joined SWAT UK in 2000 as an audit lecturer and reviewer. In 2014, he was appointed to the Board as Training Director before moving onto his current role when Mercia purchased SWAT UK in 2016.

Jatin Patel is Founding Partner of Kinnison Limited and a speaker at ICAEW's Personal Financial Planning Conference 2020
Jatin Patel Founding Partner of Kinnison Limited

After leaving KPMG in 1998 Jatin spent 12 years at Citibank Group as a Tax Director, working in the private bank on tax and wealth structuring for the bank’s UHNW and international clients. In 2010 Jatin moved to UBS as an Executive Director within Wealth Management, working in the Wealth Planning team.

Sam Pitts-Tucker is Senior Client Adviser at Netwealth and a speaker at ICAEW's Personal Financial Planning Conference 2020
Sam Pitts-Tucker Senior Client Advisor, Netwealth

Sam has more than 12 years’ experience advising and investing on behalf of HNW and UHNW clients, joining Netwealth in 2017 from EFG Asset Management. He is an Oxford University graduate, a CFA charter holder and a Chartered Member of the Chartered Institute for Securities and Investments.

Farryl Rabinowitz is a Partner at Kinnison and a speaker at ICAEW's Personal Financial Planning Conference 2020
Farryl Rabinowitz Partner, Kinnison

Farryl is a highly-experienced lending specialist having worked with a financial planning firm and as a mortgage broker over the past 12 years. He specialises in securing £1m+ residential mortgages and lending against property portfolios from mainstream banks, private banks, hedge funds and building societies for HNW and international clients.

Vince Smith-Hughes is Director of Specialist Business Support at Prudential and a speaker at ICAEW's Personal Financial Planning Conference 2020
Vince Smigh-Hughes Director of Specialist Business Support, Prudential

Vince has worked in the financial services profession for over 30 years, and has experience as an IFA, as well as holding senior pension roles at Clerical Medical and Winterthur Life. He is an experienced presenter and a regular contributor to trade and national publications on matters relating to retirement.

Paul Speight is Head of Key Account Development at Canada Life and a speaker at ICAEW's Personal Financial Planning Conference 2020
Paul Speight Head of Key Account Development, Canada Life

Paul has worked in the long-term savings market for more than 20 years. Having worked in the pension and platform marketplace, he is the Head of Strategic Account Development responsible for building and managing the key partnerships with major UK advisory businesses, institutions and third parties.

Philip Sutton is Chartered Financial Planner at Tavistock and a speaker at ICEAW's Personal Financial Planning Conference 2020
Philip Sutton Chartered Financial Planner, Tavistock

Philip has been in financial services since 2003. He has worked in two private banks, a top-five accountancy practice and two smaller independent firms. He has a unique insight into the business and private sector, as well as working with accountants. He is a Fellow with the Chartered Institute of Insurance.

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Our partners

ICAEW’s carefully selected content partners will present informative and interactive sessions to cover a range of topics relevant to all members.

Logo of Canada Life Logo of Kinnison Limited a partner of ICAEW's Personal Financial Planning Conference 2020 Logo of Mazars Logo of Mercia a division of Wilmington plc Logo of MHA MacIntyre Hudson Logo of Netwealth Wealth Management Logo of Octopus Investments Logo of Prudential Logo of Smith & Williamson an ICAEW commercial partner Logo of Tavistock Law
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Join the Personal Financial Planning Community

This ICAEW community is a resource for anyone with an interest in personal financial planning. It provides technical information and insight on regulation, investments, pensions, probate, tax and estate planning and practice development to help anyone with an interest in the sector keep up-to-date and develop their business.

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