Facing the future

Do we avoid talking about estate planning with our younger clients, or presume that equity investments aren’t suitable for older clients – owing only to their age? Can our assumptions obscure the bigger picture, leading us to miss a client’s wider needs? Join us to challenge some of those assumptions and unpack the evolving circumstances of a client’s financial lifecycle.

Why you should join us

This October, we’ll consider two informative case studies centred on a couple in their early to mid-60s, who need to plan for a significant new phase in their lives.

We’ll discuss investment strategies and consider how trusts can be used to both reduce inheritance tax and balance the equitable treatment of their children, while still allowing the couple to enjoy their wealth. 

We’ll touch on corporate cash investing and potential changes to capital gains tax, and discover more about the advantages of using a Professional Trustee Service, discussing the wider benefits these types of services can offer a family. 

We’ll also be taking a deep dive into behavioural bias to explore what it is, how it can sometimes influence our decision making and the impact it may have when we’re advising clients. We’ll use a real-life case study example to bring the concept of behavioural bias to life and propose solutions we can adopt to challenge our ways of thinking.

In light of the change of government, and with new regulations and legislation, it’s now more important than ever that clients seek professional financial advice.