Breakfast with Kinherit
A fantastic opportunity to gain new knowledge, fulfill your CPD requirements, all while discovering how Kinherit and our services can enhance your clients’ experience and strengthen your offerings.
Timings:
• 07:30 – 0800 – Arrival & Breakfast
• 08:00 – Presentations by Kinherit, CISI, L&G, Royal London and Way Trustees
• 10:00 – Meeting ends
Refreshments:
• Breakfast rolls & pastries
• Fresh juice/coffee/tea/water
Please note numbers are limited, and are allocated on a first come first serve basis.
Available dates
Monday 20th November 2023
Birmingham – Crowne Plaza Hotel – Solihull
Wednesday 22nd November 2023
Bristol – Berwick Lodge
Session Synopses
Kinherit: Estate Handover – Generational wealth transition, retaining AUM and continuity of advice for next generation.
What does good look like
How do we make the IFA center to all matters on death
Continuity of Advice
Retention and Aquisition of AUM
Kinvault (free for life for all clients)
Kinherit: Wills and Estate planning – the weird and wonderful things you possibly don’t know.
A look at some of the services and options “around the edges” that includes things like:
Deeds of Variation
Deeds of Severance
Trusts for Unequal deposits
Life Interest Trusts and Right to Reside Clauses
Business LPAs
Business Relief Clause
Royal London
An in-depth guide by Royal London that demystifies the essential aspects of key person coverage and shareholder protection. This comprehensive session will provide invaluable insights on safeguarding your business’s financial stability and continuity by understanding how to secure the right protection for key individuals and shareholders. Equip yourself with the knowledge to navigate these crucial insurance policies and fortify your business’s future success.
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.
CISI
Synopsis to follow
L&G
Synopsis to follow