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Webinar Overview
Join Professional Adviser and experts live from the studio for the latest on IHT on pensions changes and what they mean for you and your clients.
The session will focus on recent developments, including changes set out in the budget that may impact on how advisers think about IHT as it relates to tax planning and pensions, and how advisers can prepare.
It will address how advisers are having conversations on this issue with their clients and how they are already reviewing their plans as a result.
It will also tackle known unknowns and how the wider industry (including advice firms, platforms and providers) are looking at, preparing for and campaigning on IHT on pensions changes.
Presenters
Jen Frost
Professional Adviser – Editor
Billy Brown
TIME Investments
Billy joined TIME following nearly two decades working across the financial services market, being involved in the mortgage, retirement, later life and, most recently, the tax efficient and alternative investment space.
Billy brings with him a wealth of knowledge in sales and distribution having worked across a range of telephone, field and specialist roles and will lead the internal business development and sales support team, as well as supporting the wider business.
Billy holds multiple industry qualifications and is currently studying towards the CII Level 6 Advanced Diploma in Financial Planning.
Kirsty Anderson
Chartered Financial Planner Retirement and Tax Specialist, Quilter Plc
Kirsty began her financial services career in Edinburgh in 1999. Working for various well known financial institutions she’s amassed an extensive career across multiple areas and developed a detailed knowledge of the retirement market.
An experienced public speaker and expert in all things pensions, Kirsty enjoys presenting and translating complicated pension matters into plain English. However, retirement planning has evolved over the years which in turn has seen Kirsty gain additional experience not just in the pension arena, but the wider tax landscape. Assisting firms in their knowledge around tax wrapper optimisation, tax implications and tax liability planning for clients is how she spends much of her time.
When she isn’t focused on pension matters, the majority of her time is spent running around after her daughter and dog…..not necessarily in that order!
Toyin Oyeneyin
Tax Specialist, Octopus Investments
Toyin Oyeneyin is the Tax Specialist and Product Manager for Octopus Investments, being the technical lead across all their tax products. She has been with Octopus for over 6 years having joined Octopus from her previous role as a Senior Manager in M&A tax at PricewaterhouseCoopers. She is a Chartered Tax Adviser and a Council member of the Association of Tax Technicians and has 20 years’ experience across professional practice and industry, accounting, tax and finance.
Diana French
Chief Commercial Officer of Retail Distribution - Triple Point
Diana joined Triple Point in 2022 and is Chief Commercial Officer of Retail Distribution. Her role involves working across the business to build and develop the distribution strategy for the retail products. Prior to joining Triple Point, Diana worked at Octopus Investments for over 9 years in several roles across Sales and Product. Diana has an Economics degree from the University of Warwick and is also a member of STEP.