Oct
30
1:00pm
The Octopus IHT Howwows: Episode 1
By Paraplanners' Assembly
Information on IHT planning is what the Powwow paraplanner community want, and that’s what the Powwow is going to give you with the help of supporter, Octopus Investments. If helping clients plan better for inheritance tax is your thing, then this series of three online Howwows is essential viewing.
What with it being a Powwow Howwow, there are plenty of ways for you to get stuck in:
- CPD: At the end of each episode, we’ll share a link to the Octopus website for you to register for your CPD
- Ask a question: If you tune in on the day, you can pop a question or share your experiences in the chatroom
- @ us on twitter: If you can’t make the sessions but still want to ask something, send it to @ParaPowwow on twitter and we’ll see what we can do.
This episode
Episode 1: IHT planning. Getting it right for every client
Exploring three of the most popular estate planning strategies - gifting, trusts and Business Property Relief.
Topics covered include:
- The pros and cons of gifting, trusts and Business Property Relief.
- The broader inheritance tax landscape, including recent legislation changes like the residence nil-rate band.
- Three planning scenarios where taking a holistic approach worked out best for clients.
Airing on 30 October 2018
Upcoming episodes
Episode 2: Using trusts as part of a client’s estate planning
For many clients, trusts will be the backbone of their estate planning. So we’ll look at how trusts interact with other strategies.
Airing on 6 November 2018
Episode 3: Getting to grips with Business Property Relief
Business Property Relief (BPR) is a well-established investment incentive and estate planning tool so we’ll take a closer look at BPR-qualifying investments and how they can complement other inheritance tax planning strategies.
Airing on 13 November 2018
Starring
And the stars of the show? The first episode will be brought to you by:
📷
- Richard Allum - Founder of The Paraplanners (and manages to run a few paraplanner events, Powwows and Howwows, or something like that).
- Anna Pollins - Head of Strategic Partnerships at Octopus Investments where she leads a team of six who are focused on building distribution relationships, financial adviser networks and nationals, private banks and wealth managers, family offices and professional bodies. Prior to Octopus, Anna spent 9 years at Raymond James Investment Services, working with DFMs and financial advisers in relationship management, platform and business development roles. Anna holds the IMC, IAQ, J02 Trusts and the STEP certificate in tax and estate planning. She has a BA Hons in English and Philosophy from the University of Nottingham.
All aboard the inheritance tax Powwow express
Register for this Howwow by clicking on the 'save my spot' button. To make sure you don’t miss any episodes, register for each episode separately by clicking on the links above, and then pop them in your diary so you don’t forget.
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Got a question? Try these answers on for size
How does this online Howwow thing work?
Save your spot by clicking the button on the top right. It's free, the only thing you have to do is register an account.
On the day of the Howwow just sign back in here. But, we'll also send a reminder email ten minutes before it starts.
On the tech side of things. Viewing the Howwow on browsers such as Chrome or Firefox work best. Headphones are a good idea if you share an office, plus the ability to type so that you can ask questions via the chat feature.
What if I can't make it to the Howwow?
Just sign-in and view a recording of the session whenever it suits you.
Can I ask questions?
Yes! As many as you can throw at our panel. Plus, if you can't make the Howwow, book a spot and add a question beforehand, the panel will then answer it during the event.
Can I suggest a Howwow topic or be on the panel?
Absolutely, the more the merrier. Drop us an email.
Are there more Online Howwows?
You bet your bottom dollar there are, and on lots of useful topics for paraplanners. Watch past and/or register for any upcoming events here.
Powwows vs Howwows - what's the difference?
Here's the Powwow lingo. Powwows are informal gatherings designed by paraplanners for paraplanners to exchange views, learn things, fix things and share things.
Got that? But there's more. Where Powwow gatherings are on a number of topics, Howwows are for those times when we want to focus on ONE topic in particular and, in depth.
Sometimes we meet in person, and sometimes we just like a good chinwag online. Enter Howwows Online.
You can find out more about Powwows or see a full list of all events here.
Actually, my question was on something else
Ooh, we like new questions. Just pop it in an email and send it on its merry way to [email protected].
One last question, what do you do with my details when I sign up?
Crikey, another good question! We’ll use your details to keep you posted on Powwow happenings. From time to time, this will include activities that our supporters are participating in that we think you’ll find interesting. We share information at an aggregate level with our supporters every now and then.
Please see our Privacy Policy here for details of how we will process your personal information.
hosted by
Paraplanners' Assembly
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