Managing Wealth in 2021 and Beyond

Date: Recorded on 2 June 2021

Speakers: Roma Burke, Lane Clark & Peacock, David Keary, PwC and Kevin McConnell, Gem Strategic

In association with LIA and FPSB, in this year’s Managing Wealth event our expert speakers will take you through three of the most relevant pillars of managing wealth in the context of current challenges and opportunities.

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Programme Includes:

IORP II, What is it Good For?

  • An overview of IORP II, the new EU pension regulation
  • How will it affect your role?
  • Can principles in the IORP lead to better outcomes for your clients?

Topical Private Client and Family Business Taxation

  • Pitfalls and opportunities for an efficient inheritance of a private business
  • The impact of anti-avoidance measures in 2021:
    • commercial aspects
    • deal value of buying/selling a private business
  • Using a private business as a family investment platform

Investing in Recessionary Times

  • Overview of the current macro-economic environment and trends
  • Asset valuations in the current environment and wealth preservation strategies
  • Are there investment opportunities to be had in the current environment?

The webinar is chaired by Paul Grimes, CEO, Financial Planning Standards Board and includes a Q&A session with each speaker.

Start date & time
2nd June 2021 08:30

End date & time
2nd June 2021 11:30

CPD Hours:




Managing Wealth in 2021 and Beyond

1 x Managing Wealth in 2021 and Beyond