When:
Wednesday 24th April
Breakfast: 8am-10am (arrival from 7:30am) or
Lunch: 12 noon- 2pm (arrival from 11:30am)
Where:
Kinherit Ltd,
Bradbrooke House,
Almondsbury Business Centre,
Woodlands, Bradley Stoke,
Bristol,
BS32 4QH
Kinherit are hosting a series of Breakfast and Lunch sessions at their head office in Bristol and we would love to invite you to attend.
WAY Trustees will be joining Kinherit, Time Investments & My Care Consultant. Sharing expertise in Estate Planning and later life care, this is a fantastic opportunity to gain new knowledge, fulfil your CPD requirements, all while discovering how our services can enhance your clients’ experience and strengthen your offerings.
Session Synopses
Kinherit
Estate Handover – Generational wealth transition, retaining AUM and continuity of advice for next generation.
What does good look like
Continuity of Advice
Retention and Acquisition of AUM
Kinvault (free for life for all clients)
WAY Trustees
The Great Transfer of Wealth – Are You Prepared?
In the upcoming decades, a significant shift in family wealth is anticipated. Direct asset transfers can rapidly deplete this wealth, leading to the “gifting dilemma” many face: the fear of giving away too much, too early. Without expert intervention, the intended beneficiaries may not receive their due inheritance. WAY Trustees’ session will address these challenges, showcasing how strategic Trusts can shield assets, ensure effective tax planning, and alleviate gifting concerns. Join us to fortify your approach to intergenerational wealth management.
TIME Investments
Flexible Inheritance Tax Planning utilising BR and AIM
During this session, TIME will use case studies to explore the many planning opportunities Business Relief (BR) investing can offer clients, focusing on both AIM and asset backed portfolios. With over £4.5bn in assets under management, TIME is well known for its expertise is managing BR portfolios and proud to be the five-time winner of ‘Best BR Investment Manager’ at the Growth Investor Awards.
My Care Consultant
Unpaid carers – the hidden vulnerability crisis within your client bank
The FCA has identified ‘caring responsibilities’ as one of the key event drivers of vulnerability. Given that unpaid carers are often the biggest invisible group of vulnerable clients most financial services and insurance firms have within their client banks, this session will seek to put a spotlight on this growing issue and suggest practical and innovative actions that can be taken to identify them, understand and help meet their needs.
Breakfast
Bacon Rolls, Pastries, Muesli and Fruit
Fresh Juice, Coffee, Tea and Water
Lunch
Fresh catered buffet
Soft drinks, Coffee, Tea and Water
Please note spaces are limited – to book your place please use the link below.