.png?width=466&height=191&name=MicrosoftTeams-image%20(53).png "Downing LLP logo")
Downing's annual IHT roadshow: Mastering risk in estate planning
Following on from the success of our IHT Roadshow last year, we’ll be hitting the road again this October, travelling to 7 different locations across the UK to discuss the different facets of risk when it comes to estate planning.
We are excited to be joined by Tony Wickenden from Technical Connection and Matt Ward from AKG Financial Analytics Ltd, who, along with our AIM IHT & Development Capital investment teams, will be providing valuable insights, real-life case studies and actionable solutions for advisers and paraplanners.
Topics will include:
- Understanding and navigating the legislative and tax context you are working in
- Picking the right IHT solution for your client to match their circumstances and risk appetite
- Picking the right provider, by understanding their approach and exposure to risk
- Understanding how our investment team approach risk within the markets, sectors, companies and people they invest in
- And finally, ensuring the continuity of your business by having a robust intergenerational strategy in place to advise the next generation
Our events will run between 2-3 hours, including either lunch or breakfast (depending on the location).
Attendance qualifies for two hours of CPD.
Please note: these events are for financial advisers and paraplanners only.
Tony Wickenden
Tony Wickenden has over thirty-five years in the financial services sector. The last twenty-six years spent running and developing Technical Connection. Tony provides relationship, project and thought leadership in serving his institutional and adviser clients. This includes the design and implementation of tax planning and marketing solutions and strategies for product providers, platforms and fund management groups.
%202.png?width=300&height=299&name=image%20(1)%202.png "image (1) 2")
Matt Ward
Matt worked at Defaqto, an independent product research company, for over 15 years in a range of research roles where he acquired an extensive knowledge of individual and corporate pensions. He joined AKG in July 2014. AKG focuses on the financial strength requirements of the market, they assess and rate companies and other entities to reflect how customers and their advisers consider companies for use.
Nick Priest
With over seventeen years experience in financial services, Nick joined Downing in 2015 as a Business Development Manager. Prior to that, he worked for Canada Life with a focus on offshore and IHT products in the London area. Nick is DipPFS qualified and he previously worked in third way investments and as an adviser at Barclays.
Agenda
Please note: These timings are for all events outside of Scotland.
For Scotland; Glasgow will be starting at 08:00 and Edinburgh will be starting at 13:00.
9:30 – 9:50
Arrival, coffee served
9:50 - 10:00
Welcome
10:00 – 10:50
Tony Wickenden (Technical Connection)
From legislation to the Great Wealth Transfer: Considering risk at every level, and the strategies that could help.
Break (10 mins)
11:00 – 11:20
Matt Ward (AKG)
Assessing your providers: How to ensure the right level of due diligence and risk assessment is carried out when choosing a provider to work with, in line with Consumer Duty rules.
11:20 – 11:40
Judith MacKenzie (Downing)
How to approach risk in the AIM market: Downing's unique approach to risk when building our portfolio and what that could mean for your clients in the short and long term.
11:40 – 12:00
Development Capital (Downing)
Considering risk across the entire life cycle of care: Downing's approach to risk within the care sector; from nurseries to end of life care.
12:00 - 12:05
Closing remarks
12:05 – 13:00
Lunch
Roadshow schedule
3 October 2024 (AM)
Glasgow
Robert Adam Room, Trades Hall of Glasgow,
85 Glassford Street, Glasgow, G1 1UH
08:00 - 11:00 (breakfast from 8am, event starting at 8.50am)
3 October 2024 (PM)
Edinburgh
Glamis Meeting Room, Sheraton Grand Hotel & Spa, Edinburgh
1 Festival Square, Edinburgh, Scotland, United Kingdom, EH3 9SR
1:00-4:05 (including lunch)
9 October 2024
Leicester
Gallery Suite, Leicester City Football Club,
King Power Stadium, Filbert Wy, Leicester, LE2 7FL
10:00-13:00 (including lunch)
10 October 2024
Bristol
Dolam Rooms, Ashton Gate Stadium,
Ashton Road, Bristol, BS3 2EJ
10:00-13:00 (including lunch)
15 October 2024
London
HCA Auditorium, Churchill War Rooms,
King Charles St, London, SW1A 2AQ
10:00-13:00 (including lunch)
16 October 2024
Brighton
Gap Solutions Lounge, Amex Stadium,
Village Way, Brighton and Hove, Brighton, BN1 9BL
10:00-13:00 (including lunch)
23 October 2024
Leeds
Peter Lorimer Suite, Leeds United Football Club,
Elland Road, Leeds, LS11 0ES
10:00-13:00 (including lunch)
We're here to help
If you have any questions, or require any additional information, please contact your local BDM, alternatively please email us at sales@downing.co.uk