21st November 2019

Leonardo Royal Hotel Tower Bridge (formerly Grange Hotel)
45 Prescot Street, London E1 8GP


Why attend The Efficient Transfer of Wealth conference?

  • Fresh ideas to take back to your clients
  • Get ahead of what's trending in the industry
  • 4 CPD points
  • Network with hundreds of engaged private investors looking for people who offer solutions
  • With so many asset classes fully valued, investors are hunting for growth in new areas, many of which would typically be classed as alternative.  The Efficient Transfer of Wealth is a special event designed to give IFAs, wealth managers and family offices insight and advice on how to mitigate the risks from alternative asset classes. 

    With your peers you will be learning from subject specialists who will give you the need-to-know tips for making your clients a healthy return in various areas of alternative investments such as the AIM market, property and forestry. 

    You will see how fund managers use schemes such as BPR to deliver income and capital growth for investors. And you will also get to discuss issues such as the role of the adviser as a holistic member of the family team, where the moral lines fall in investment, and the pitfalls to avoid on behalf of your clients. 

    You will hear from industry experts who will bring a huge amount of knowledge and experience in a range of specialist areas of the market.  This is your opportunity to meet them, as well as catching up with fund managers from across the industry, including some who may be less well known but who offer extremely interesting products.