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.
This was a well organised and well-structured event with a good mix of sessions covering practical topics and the more philosophical aspects of financial planning.
Really good to see people in person and to be able to interact and engage with a spectrum of different perspectives and backgrounds in attendance.
If in doubt in future, give it a go and listen, as there is always something to learn. Every day is a school day.
Morning sessions
- Registration and refreshments
- 09:30
- Chair’s welcome and opening remarks
- 10:00
- Investing through turbulence: building resilient portfolios in an uncertain world
- 10:05
- Business protection
- 10:45
- Break
- 11:15
- Protecting your legacy: why Wills and LPAs matter in modern family and business life
- 11:30
- Tax efficient structures for SMEs
- 12:00
Afternoon sessions
- Lunch break
- 12:45
- Pensions update
- 13:30
- The triple advantage: how diversification, scale, and smoothing safeguards your wealth?
- 14:15
- Break
- 15:00
- The power of collaboration: benefits of building a professional team
- 15:15
- Chair’s closing remarks
- 15:55
- Networking and drinks reception
- 16:00
Our speakers
Frances Cairncross is one of the UK’s most respected economic commentators. Formerly Management Editor of The Economist (for whom she wrote for 20 years), she has held senior positions at The Times, The Banker, The Observer and The Guardian. Her broad-based knowledge of economics encompasses environmental change, the internet and mass communications. Frances draws on a wealth of experience and research to provide insightful and practical assessments of the economic scene and what the future holds for business.
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.
Martyn is the National Senior Tax Training Manager at MHA. He has extensive experience from his previous roles at Robert Gordon University, Ernst & Young, and TAQA. Martyn earned his Doctor of Philosophy (PhD) in Taxation from Robert Gordon University, completing his studies between 2018 and 2024. He possesses a comprehensive skill set that includes Tax Law, IFRS, Tax Advisory and Tax Returns.
Amy is an Investment Specialist within M&G’s Treasury and Investment Office, a 75-strong team responsible for ~£158bn of assets under management. Amy has over 8 years of experience at M&G plc and is a qualified Chartered Financial Analyst (CFA) . She is an expert in her field and is responsible for helping financial advisers and other professionals with market commentary and how M&G can assist them and their clients.
James is a Private Client Tax Partner at MHA. James advises on a broad range of taxation matters concerning individuals, trusts and family companies including those with UK and international aspects. His expertise covers principally income tax, capital gains tax and inheritance tax planning as well as the restructuring of private companies, including mergers and demergers, acquisitions and MBOs, exit and remuneration planning.
Neil is a Senior Technical Manager in M&G’s technical team who specialises in tax, trusts and pensions. Neil has worked in financial services for over 20 years in various advice and support roles.
Mike specialises in assisting clients with tax and succession planning and this frequently involves the preparation of wills and trusts and the provision of inheritance tax advice, including the structuring of lifetime gifts. Mike assists in the administration of valuable estates, often with an overseas’ connection and which frequently involve complex family and tax issues. Mike has experience in negotiating with HM Revenue & Customs as part of the estate administration process and in drafting Deeds of Variation, where appropriate, to assist with inheritance tax planning.
Ian is responsible for all aspects of the operation and performance of the Group with its growing national network. Ian was appointed to the main Board in 2013. Prior to this, he became Group Practice Director and a member of the Operational Board in 2010. Under Ian’s leadership, Perspective continues to grow, with the goal of becoming the leading provider of financial planning and wealth management services in the UK.
Our partners
ICAEW works with world-companies that support the finance profession in partnership to bring you the best events possible.
