HNW Advisor presents a one-day conference on the key themes and trends for advisors dealing with wealthy clients in the North West.
The conference will examine the domestic and international wealth planning landscape for entrepreneurial clients. It will cover key considerations such as retirement planning, pensions, savings, and investment vehicles, but also succession planning and wealth transfer down the generations. The government is setting out its legislative agenda, and our conference will ensure attendees are aware of the key issues and opportunities in the new landscape.
We will also examine the international aspects of private wealth, including the Real Estate and sports sectors, bringing advisors up to date with the latest trends from these dynamic sectors.
.png)
Event Agenda
In this one day conference, we will bring the latest developments for professionals working with HNW clients in the North West.
Our conference chairman, Ken Chapman, will guide us through the content for the day with a series of expert panels.
Morning Session
08:30
Arrival and Registration at etc.venues
09:15
09:45
Sponsor's Welcome from Risk Assured
10:00
Wealth Planning Considerations for Business Owners
This session will examine how those active in business approaching retirement or business exit can plan for a successful exit and ensure personal finances are well structured for the future. It will explore legal, tax and wealth management considerations for those preparing to sell their company.
Angela Wood, Managing Director at ETC Tax
Bik-ki Wong, Partner at Myerson
Susan Nelder, Chartered Financial Planner at Five Wealth
10:45
Spotlight on Philanthropy
In partnership with the University of Manchester, this spotlight session will feature Dale Cooper and David Gregson introducing the work done by their philanthropy team. We will hear a virtual contribution from David Gregson on his journey in philanthropy. Dale will discuss how advisors can engage clients on this subject, why it benefits them, and how they can improve their relationships with their clients.
David is a Trustee of The Institute for Fiscal Studies, Pro Bono Economics, and Windsor Leadership Trust; Chair of the Gregson Family Foundation and of #BeeWell (which is seeking to improve the well-being of young people, initially in Greater Manchester, and now also across Hampshire, Isle of Wight, Portsmouth, and Southampton); an Advisor to the Sutton Trust (which seeks to improve social mobility through education), and Phoenix Equity Partners (a leading mid-market private equity group); and a member of the Advisory Board of Alliance Manchester Business School.
David Gregson, Independent non-executive Board member and Chair (virtual)
Dale Cooper, University of Manchester
11:15
Refreshments
11:45
Foreign Investors in North West Real Estate
In this session, we will discuss the latest residential and commercial real estate trends in the North West through the lens of international investors. We will discuss where investment is flowing, how investments are structured, and how the market will likely evolve with the new government in place.
Thomas Pearson, Head of Real Estate Commercial at JMW
Dominic Coyne, Director and Head of Funds at Fairway Group
John Simms, Head of Corporate Finance at Empire Global Finance
Afternoon Session
12:45
Lunch
14:00
Changing Residency - Considerations for Relocation
The rise of globally mobile clients has led many UK clients to think about where they are resident and consider alternatives. We will discuss some of the practicalities of leaving the UK, with a spotlight on Guernsey and the regime available there.
Jo Stoddart, Director at Locate Guernsey
Angela Carey, Tax Director at Forbes Dawson
Mark Savage, Tax Director at BDO Guernsey
14:45
Post Liquidity Event Planning
This session will examine clients who have created a liquidity event and are considering wealth and asset protection strategies. It will include a discussion on the timing of wealth transfer to the next generation, how to engage the beneficiaries, and how to promote family cohesion.
Ruben Sinha, Partner at JMW
Chris Mourant, Associate Director at Fairway Group
Emmelia Powell, Financial Planner at Premier Wealth Solutions LTD
15:45
Refreshments
16:15
Trends in Sports & Media
In this final session of the day, we will explore the latest trends from two vital industries for the North West economy - Sport & Media. We will also consider the international wealth planning strategies required by high-earning stars and what professionals advising them should know about their requirements.
Constantino Vidal Ruiz de Velasco, Managing Partner at Zadal (Virtual)
Mark Rogers, Head of Sports & Private Clients at Empire Global
Carol Couse, Head of Sports, Media & Entertainment Mills & Reeve
Gareth Griffiths, Managing Director at Pro Sport Wealth Management
Nora Rothrock, Group Managing Director at USTAXFS
17:30
Wrap up & Departure
Tickets
PCD members receive 25% discount on ticket prices - please enter your discount code when prompted. Please email us at events@hnwadvisor.com if you would prefer to pay via invoice