Forrester Boyd Wealth Management Seminar Series: Feb-June 2024

Hull Incorporated Law Society is pleased to announce the following seminar series, provided by Forrester Boyd Wealth Management:

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Will my Pension be outside the estate for IHT purposes?
Wednes 07/02/2024, 12.00-13.30

Looking at historical pension schemes, their potential to fall into the estate for IHT and the important of review client’s existing pensions.

Estate Planning to mitigate IHT
Thurs 07/03/2024, 12.00-13.30

Patrick Deane (Octopus)

Covering core areas for planning such as Pensions, Gifting and allowances, Trusts, Protection, Business Relief.  

Trusts and Taxation
Wed 17/04/202412.00-13.30

Paul Schrijver (Canada Life International)

Looking at specialist trust solutions to mitigate IHT (reversionary Trust & Bare Trust running past age 18). The use of Onshore / Offshore bonds as well as directly held investments for future generational planning.

Long Term Care Annuities vs Investment Portfolio for income
Thurs 09/05/2024, 12.00-13.30

Looking at scenarios around covering care costs with savings and investments or from selling the family home including cash flow modelling.

Vulnerability and retirement planning
Thurs 06/06/2024, 12.00-13.30

David Mulholland (Brooks MacDonald)

The many issues that can trigger vulnerability affect us all. The Financial Conduct Authority note that vulnerability can affect consumers across all financial services and products, and they have conducted a great deal of research to support providers in their interaction with those in need of greater support. They also point to vulnerability being an issue for retirees, which could be driven by a number of reasons including income shock, portfolio longevity, funding care fees and a range of issues that require the support of legal advisers. This 60-minute training session will summarise regulatory attention around vulnerability, open a discussion on its drivers and then focus in on retirement income planning.  

Each seminar will last for approximately 1 hour with the opportunity for discussions afterwards.

Venue: Hull Incorporated Law Society, Bury’s Chambers, 29 Scale Lane, Hull HU1 1LF

Each seminar is free for members of Hull Incorporated Law Society, and £25 + VAT for non-members.

To reserve your place, please e-mail [email protected]