Tax & Estate Planning Masterclass for planners and paraplanners | Bristol

A half-day masterclass on tax and estate planning - designed and led by practising financial planners.

This masterclass will explore the needs, aims and hidden agendas of a multi-generational family tree with complex scenarios and objectives to work through.

Attendees will participate in roundtable discussions on the planning opportunities, technical knowledge and soft skills required to consider and competently advise the different generations.

Space is limited as the event is designed to create meaningful educational and networking opportunities - early registration is recommended.

Working with recognised solution experts from Technical Connection, our Tax & Estate Planning Masterclass is aimed at reskilling and upskilling financial planners.

The event will be hosted and led by the financial planners, with technical experts guiding attendees through workbooks containing case studies, key questions to ask, decision trees, and intergenerational considerations.

We’ve designed this masterclass as we believe there’s no better educational environment than learning from experts in-person.

It gives you the opportunity to get answers to client/case specific questions, share collective insights and experience with your peers, and use that knowledge and understanding to improve the lives of your clients and future generations. Not a product pitch in sight.

‘This was a welcome departure from the usual 'being talked at' events. Around the table we had experienced advisers who engage in the type of IHT planning for HNW clients that I do in my day job. The presentations on the table were interactive and were more focused on scenarios than pushing specific products.’ - 2024 Masterclass attendee

So if you are an experienced financial planner that sees value in peer-learning and professional development, and you feel you could add to the discussions then we would love to have you along. There is also 3 hours of structured CPD available.

What soft skills will you work on:

• Communication - The ability to articulate a vision and motivate different family members to move towards it is the No.1 skill in intergenerational planning.
• Collaboration - Considering the needs and compromises of different generations, then being inclusive in the design of a holistic financial plan to build trust.
• Leadership - Leading discussions, interacting with others and managing change around death, tax and inheritance requires empathy and strong leadership.

Gain Fresh Insights and Practical Strategies including:

Understand the Role of UK Investment Bonds – Learn how UK investment bonds can be used effectively in tax and estate planning strategies.

Master Intergenerational Planning – Discover why intergenerational financial planning is essential for advisers and clients, and how it helps retain assets under management.

Identify Estate Planning Opportunities – Learn how to recognize estate planning needs within your client bank through real-life client scenarios.

Leverage IHT Planning Tools – Gain insights into how Onshore Bonds, Discounted Gift Trusts, and Loan Trusts can help mitigate Inheritance Tax (IHT) while maintaining financial flexibility.

Navigate Business Relief and Replacement Property Relief – Understand the key qualifying criteria for these reliefs and how they can enhance estate planning strategies including in the context of upcoming rules changes.

Optimize Tax Efficiency in Investment Choices – Explore the impact of taxation on returns from Onshore Bonds, Offshore Bonds, and Collectives to maximize client outcomes.

Enhance Advisory Conversations with Soft Skills – Learn how to apply effective communication techniques when discussing estate planning and tax mitigation strategies with clients.

Incorporate Later Life Lending into Advisory Practices – Understand how later life lending solutions can be integrated into financial planning to meet evolving client needs.

Integrate other tax efficient wrappers to minimise potential IHT on pensions: Withdrawing excess cash from pensions can be a costly undertaking, but VCT and EIS upfront income tax relief can help reclaim tax penalties while safeguarding assets from IHT that will soon apply to unused pension capital.

Strengthen Client Retention through Holistic Planning – Develop strategies to build long-term client relationships by addressing estate planning, intergenerational wealth transfer, and financial security in later life.

By registering to this event you agree for your email to be passed on to the companies speaking at the event. If you do not wish to be contacted by these companies after the event please get in contact with events@intelligent-partnership.com

Please note that cancellations received within 72 hours of the event may be charged a £25 administration fee.