Event details

Date

Time

Duration

2023-03-14 14:00:00

2023-03-14 15:00:00

This webinar is sponsored by:

Webinar Description

Death is never easy to discuss, let alone when finance is involved.

The business financial advisers have today could one day be their client's widow or children. It is estimated that £1 trillion in wealth will be transferred from Baby Boomers and with this transition will come emotional conversations around family and inheritance.

If advisers are to deliver the best possible service to their future clients, they need to ensure the first conversation they have with them isn’t over their relative’s deathbed.

Presenters

Katrina Lloyd

Editor-in-Chief, Professional Adviser

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Katrina Lloyd has been editor-in-chief of Investment Week, Professional Adviser and Cover since December 2019. Previously, she was editor of Investment Week for eight years and editor of sister titles ifaonline.co.uk and Professional Adviser magazine (now combined into www.professionaladviser.com). Katrina started her journalism career at fundstrategy magazine

Shaun Moore

Tax and Financial Planning Expert, Quilter

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Shaun is a tax and financial planning specialist within our Trusts & Technical Solutions team at Quilter with over 17 years’ experience in financial services.

Veronica Trotter

Financial Planning Consultant

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Veronica Trotter has been working in Financial Services for 30 years.

Having attained a Diploma in Financial Planning her expertise lies in giving advice in Retirement Planning, Investments, Protection and Inheritance Tax Planning.

The last 22 years have seen her working exclusively with the Medical profession, helping them to understand the complexities of the NHS Pension Scheme, taxation, Lifetime and Annual Allowance and Scheme Pays.

Veronica is passionate about building long-term relationships and being the first point of contact for all her clients financial planning needs. These can often be complex, but she aims to deliver advice with clarity, always putting her clients in a position of informed choice. This service has seen her nominated as a Finalist in the Woman in Financial Advice awards 2021, in 2 categories.

When not working, Veronica is a busy Wife, Mum to 3 almost adult children, keen musician and lover of all things social.

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Presenters

Katrina Lloyd

Shaun Moore

Veronica Trotter

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