Tutors:

• Richard Gould, Business Development, Cazenove Capital
• Martin Heale, Director, Schroders US Wealth Management

Learning outcomes:

1. How to establish if your client counts as an American when it comes to tax
2. The responsibilities of a financial adviser to establish if a client counts as an American
3. How US tax authorities treat...

Tutor:

• Colin Fitzgerald, Distribution Director, Legal & General Group Protection

Learning outcomes:

1. How to provide an effective absence management service should absence occur
2. How group income protection compares to state benefits
3. What group income protection consists of

Tutors:

• Clive Worlock, Director of Private Clients, Charles Stanley
• Katie Tasker, Investment Manager, Charles Stanley
• Danby Bloch, Head of Editorial Strategy, Platforum

Learning outcomes:

1. Five things that make the next generation of clients different.
2. Best practice advice on how to connect with your next generation of clients....

Tutors:

• Guy Glover, Manager, BMO UK Property Fund, BMO Global Asset Management
• Matthew Howard, Director, Property Funds, BMO Global Asset Management

Learning outcomes:

1. The characteristics of UK property as a portfolio diversifier
2. The pros and cons of open ended and closed ended real estate funds
3. How fund managers look to ensure...

Tutors:

• Robert Harvey, Head of Insurance, Drewberry
• Jennifer Gilchrist, Protection Specialist, Royal London

Learning outcomes:

1. Advisers and consumers’ views on the protection market and income protection
2. The role advisers play in income protection
3. How to dispel the myth that protection and income protection are complex and a...

Tutors:

• John Somerville, Relationship Director, The London Institute of Banking...

Tutor:

• James Rae, Investment Manager, Charles Stanley AIM IHT portfolio service

• Lynne Rowland, Head of Personal Tax at Moore Kingston Smith

Learning outcomes:

1. The key points to consider when it comes to considering a client’s IHT bill
2. The AIM market and the options it provides to mitigate IHT
3. How professionals can better...

Tutor:

• Davydd Wynne, Cazenove

Learning outcomes:

1. The main risks in structured products: credit, investment and liquidity
2. How a structured product is typically constructed
3. The importance of understanding the small print in a structured product

Tutors:

• Richard Kateley, Head of Specialist Protection, Legal...

Tutors:

• Stuart Halliwell, Legal & General
• Robert Betts, Legal & General

Learning outcomes:

1. The need for key person cover
2. How to set up key person cover for different types of business
3. The treatment of premiums and policy proceeds for taxation purposes
More

Tutors:

• Richard Kateley, Legal & General
• Stuart Halliwell, Legal & General

Learning outcomes:

1. The different types of business structure available in the UK
2. How to set up different types of share protection arrangements
3. The supporting agreements for share protection and how these differ
More

Tutors:

• John R Porteous, Charles Stanley
• Mike Barrett, Langcat Financial

Learning outcomes:

1. How a centralised retirement proposition can improve customer outcomes
2. Understand the risks and consideration for advisers who run centralised propositions
3. Satisfying income requirements and intergenerational wealth conflicts