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
09:15
Risk Management in Wealth Planning
Risk Assured
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
10:00
Spotlight on Guernsey: International Relocation Options
Locate Guernsey
Exploring offshore opportunities and relocation strategies for HNW clients
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
12:00
Afternoon Session
Lunch
Networking lunch with delegates and sponsors
13:00
Pensions in Wealth Planning
Strategic pension planning for HNW clients and inheritance tax implications
14:00
Advising Sports & Media Stars
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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
14:45
Afternoon Tea
Networking and refreshments
15:45
Philanthropy & Charitable Planning
University of Manchester
Charitable giving strategies and philanthropic structures for HNW clients
16:15
Conference Close
Closing remarks
17:00