IHT and estate planning seminar

Summary

The latest OBR figures show that inheritance tax (IHT) is on the rise, despite the introduction of an additional nil-rate band. Rising asset prices have contributed to an increasing number of people becoming liable for IHT. The rules associated with the RNRB are complex and may not apply to all, which is why clients rely on advisers like you to find a solution that's right for them.

In this upcoming seminar, our team will discuss these key themes:

  • Tony Whincup, Investment Specialist, will describe how advisers are utilising Business Property Relief (BPR) for IHT
  • Sam Barton, Investment Director, will share how his team have successfully enabled clients to achieve a beneficial tax status within as little as two years, by capitalising on the IHT relief available through BPR

CPD certificates will be issued for all attendees. Register using the form below.

Agenda

Agenda


10:45     Registration and coffee

11:00     IHT and estate planning seminar

12:30     Lunch and networking with the team

Speakers

Meet our speakers

Tony Whincup, Investment Specialist

Tony Whincup

Tony joined Close Brothers Asset Management in May 2017 as a Director in the Investment Specialist team, providing regulated investment advice across our investment propositions.

Tony began his investment career in Jersey at Bankers Trust. After stints travelling and working as a journalist, he spent 10 more years at UBS Jersey – first at the Investment Bank managing the Asset-Backed Security book, then in Wealth Management as a Client Adviser where he specialised in advising UK resident-non-domiciled clients in discretionary, advisory and execution-only services, including credit and FX. He has also worked at St James’s Place in the UK, offering holistic financial planning and wealth management.

He is a Chartered Fellow and Wealth Manager of the Chartered Institute for Securities & Investment, holds a PG Dip In Broadcast Journalism from City, University of London, and an honours degree in French and Geography from Keele University.

Sam Barton, Investment Director, UK Smaller Companies

Sam Barton

Sam joined Close Brothers Asset Management in 2008 having began his career at Unicorn Asset Management. He has over 16 years’ experience in managing UK smaller companies funds and portfolios.

Sam holds an Investment Management Certificate and the CISI Diploma. He is also a fellow of the Chartered Institute for Securities and Investments.

Location

Location

Close Brothers Group Office
10 Crown Place, London EC2A 4FT

Get directions

Register for our London event on Friday 12 April 2019, 10:45 - 13:00
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Investment Insight seminar

Our next Investment Insight seminar will take place in May 2019. Check back here for upcoming information on this event.

Here's an overview of our most recent seminar:

Summary

New year, new opportunities

Ten years on from the start of the global financial crisis, investors are reflecting upon lessons learned. After a slow and hard-won recovery, the global economy today is largely in robust shape. But what could be next?

Join us for our first Investment Insight seminar of 2019, where our investment team will discuss key themes shaping today's markets:

  • Nancy Curtin, CIO, will take us through the macroeconomic environment and how our portfolios are positioned for 2019 (and beyond)

  • Robert Alster, Head of Research, will share the major growth themes we are seeing, how technology is rapidly changing our lives and the investment opportunities that this presents

  • Andrew Metcalf, Investment Director, will take a look at our credit research and how we can generate returns in fixed income

Agenda

Agenda


10:45     Registration and coffee

11:00     Investment Insight

Nancy Curtin - Economic outlook and investment strategy

Robert Alster - How technology is changing our lives and the investment opportunities

Andrew Metcalf - Generating returns in fixed income

12:30     Lunch and networking with the investment team

Speakers

Meet our speakers

Nancy Curtin, Chief Investment Officer

Appointed in 2010, Nancy oversees a successful, award winning team of 55 investment professionals with a highly disciplined investment process.

Nancy has over 20 years’ experience including Managing Partner, Fortune, where she ran an alternatives investment business, Schroders where she was Head of Global Investments for its $20bn Global Mutual Fund businesses and Barings where she was Head of Emerging Markets and served in a range of global asset allocation roles.

Nancy holds a Bachelor’s degree in Political Science, Summa Cum Laude, from Princeton University and an MBA from Harvard Business School.

Robert Alster, Head of Research

Appointed in 2014, Robert heads up the Research team of 11 analysts at Close Brothers Asset Management covering equity, fixed income and macro research.

Robert has 25 years of investment experience having worked as an Analyst, Portfolio Manager, and Research Head at AllianceBernstein, UBS Asset Management, American Express and Fleming Investment Management. Prior to working in the financial services industry, Robert worked in the coal mining industry as an Energy Analyst.

He holds an MA in Philosophy from Edinburgh University and an MBA from the Cranfield School of Management.

Andrew Metcalf, Investment Director

Andrew joined Close Brothers Asset Management (CBAM) in September 2016 as a member of the Fixed Income team. He is a portfolio manager responsible for CBAM’s range of fixed income funds. Andrew is also the chair of the Fixed Income Committee and a key member of the Multi Asset Class Committee, contributing to house asset allocation and investment decisions.

ndrew started his career in 2008 and all of his experience has been within fixed income. Before joining CBAM, Andrew spent 4 years at Vanguard Asset Management where he was part of the team managing a range of investment grade and money market funds. Prior to this, Andrew worked as a Fixed Income Analyst at Moody’s and Barclays Capital.

Andrew holds a Master’s degree in Finance from Durham University, and a Bachelor’s degree in Economics from Manchester University.

Location

Location

Close Brothers Group Office
10 Crown Place, London EC2A 4FT

Get directions

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