Shaping
the Future
of Wealth Advisory
Join us for the second annual HNW Advisor Manchester Conference, bringing together the North West's leading wealth planning professionals for a day of strategic insights and networking opportunities.
In an era of evolving tax policy and regulatory change, staying ahead of the curve is essential for wealth planning professionals. This comprehensive conference addresses the most pressing challenges and opportunities facing HNW advisors today, from Labour's wealth planning reforms to international relocation strategies and succession planning innovations.
Join us and equip yourself with the insight needed to serve your clients in a fast-changing world.
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.
Event Agenda
Morning Session
Registration & Networking
Welcome coffee and networking opportunity
08:30
Opening Keynote: Wealth Planning Under Labour
Analysis of policy changes and their impact on HNW wealth planning strategies
Christopher Noel, Partner, Mills & Reeves
09:15
Risk Management in Wealth Planning
Protecting wealth through comprehensive risk assessment and mitigation strategies
09:45
Entrepreneurs & Exits: Navigating the Current Environment
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Current Market Conditions for Business Exit
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Structuring Options for Optimal Exit
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Pre-Sale Preparation and Planning Strategies
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Migration Options for UK Business Owners
Andrew Perchtold, Associate Director, Private Clients, Henley & Partners
Adam West, Partner, Gateley Legal
Lee Ramsden, Mosaic Wealth UK
Stuart Stobie, Director, Mosaic Chambers
Rosalind Booth, Consultant, Empire Global
10:00
Spotlight on Guernsey: International Relocation Options
Locate Guernsey
Exploring offshore opportunities and relocation strategies for HNW clients
Mark Savage, Tax Director, BDO Guernsey
Jo Stoddart, Director, Locate Guernsey
11:00
Coffee Break
Networking and refreshments
11:30
Succession Planning & Wealth Transfer
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Trends in Next Gen Clients & Great Wealth Transfer
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Managing the Transfer of Family Business
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Impact of Business Sale on Family's Approach to Wealth
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Family Law & Divorce Impact on Wealth
Catherine French, Partner, DQ
Paul Bricknell, Partner, Kuits
Patrick McDermott, Executive Director, JP Morgan
Ruben Sinha, Partner, JMW
Anne Baggesen, Head of Business Development, Charterhouse Lombard
12:00
Afternoon Session
Lunch
Networking lunch with delegates and sponsors
13:00
Philanthropy & Charitable Planning
University of Manchester
Charitable giving strategies and philanthropic structures for HNW clients
Dale Cooper, Deputy Director (Global Philanthropy), University of Manchester
Rory Brooks, HNW Donor
Michelle Duncalf, Director, Team Leader North West, Coutts
Adam Williams, Private Wealth Lawyer, Mills & Reeve
14:00
Tax-Efficient Investing for Succession Planning
Anna Brooksbank, Senior Business Development Manager, Blackfinch
15:00
International Investors in North West Real Estate
Thomas Pearson, Head of Real Estate Commercial, JMW
15:25
Afternoon Tea
Networking and refreshments
15:45
Advising Sports & Media Stars
Topics Covered:
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Key Trends with Globally Mobile Sports Stars - addresses international tax and mobility issues
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Asset Finance - covers financing strategies for high-value assets
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Retirement Planning - specialized considerations for sports and media careers
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Commercial Opportunities and Brand Exploitation
Alex Smithies, Brooks Sport
Ketan Pankhania, Director, Wealth Manager, RBC Brewin Dolphin
Tim Shallcross, Amber Gaming
16:15
Conference Close
Closing remarks
17:00