Valuable conference for all accountants and tax advisers who want to be seen as trusted advisers to their clients. I was able update my technical knowledge on personal finance and learn how collaboration with experts can help myself and my clients.

If in doubt in future, give it a go and listen, as there is always something to learn. Every day is a school day.

Registration and refreshments

09:30

Chair’s welcome and opening remarks

John Gaskell, Head of Personal Financial Planning, ICAEW

10:00

Global reset and the new investment paradigm

In this opening keynote, understand what is disrupting financial markets and the longer-term implications this has for you and your wealth.

10:05

Business protection

The loss or incapacity of a key individual can have serious consequences for any business, but you can mitigate the impact of such risks with the use of key person insurance, shareholder and partnership protection, relevant life cover and executive income protection. Ian Wilkinson from Perspective will join us to share some insights and advice on how we can take these actions.

10:45

Break

11:15

Legal Eagles: Wills and LPAs

A Will protects your legacy after death, and a Lasting Power of Attorney (LPA) protects you during your lifetime. These are both essential estate planning tools – each serving a distinct and complementary role in safeguarding financial and personal assets. Legal experts will join us to explain the important role they play, providing insights and actionable advice.

11:30

Tax efficient structures for SMEs

The Autumn 2024 tax changes will have a once in a generation impact, particularly for SME owners. This session will help you understand the implications of the changes to proactively structure your affairs to efficiently cascade wealth down the generations.

12:00

Lunch break

12:45

Pensions update

The UK has rolled out major updates to its inheritance tax (IHT) framework. These reforms are poised to reshape estate planning approaches, with pensions now receiving heightened attention under the new rules. This session will unpack the full scope of these developments and explore practical steps you can take to adapt confidently in this shifting environment.

13:30

Investing in turbulent times: can smoothed investment funds offer a solution?

In the face of global market turbulence, how can you shield both your own and your clients’ investments? Experts from M&G will explore how incorporating a range of asset classes via strategic fund management can offer resilience during periods of volatility and help preserve portfolio value.

14:15

Break

15:00

The power of collaboration: benefits of building a professional team

In this closing session, experts from the day will join us for an interactive discussion on the benefits that integrated professional advice delivers, especially in the age of uncertainty.

15:15

Chair’s closing remarks

John Gaskell, Head of Personal Financial Planning, ICAEW

15:55

Networking and drinks reception

16:00