BMO Adviser Edge on the Road

Dates: 6 Oct – 18 November

15 locations nationwide

Link for registration: Click Here 

Technical seminars to refresh and improve your knowledge

We are delighted to be back on the road this Autumn with 15 events running nationwide in October and November

We hope you can join us when our focus will be on two areas:
1. Tax planning for advisers and your clients and
2. The evolution of Responsible Investment in financial advice.

Earn two and a half hours of structured CPD.

Session 1: Tax planning opportunities for advisers and your clients

Tax planning is one of the key areas where successful advisers can demonstrate true added value. It is an essential element for successful intergenerational financial planning and provides a superb platform to generate new fee income and client referrals.

How will you benefit from attending?

• Receive invaluable tips and guidance on tax planning opportunities to help you enhance your client relationships and improve advice outcomes

• Listen to case studies that demonstrate specific ways to help your clients mitigate their tax liabilities

• Discover insights and new ideas to consider some of the Capital Gains Tax implications of portfolio re-balancing

• See examples of when utilising the annual CGT exemption is in the best interests of the client, and when it’s not

• Learn about how the Government may amend personal taxation and what this could mean for both you and your clients

• Consider the wider tax implications of integrating ESG investing into your clients’ portfolios

• Strengthen your network and connect with other local financial planners

Session 2: Evolution of Responsible Investment in financial advice

Responsible Investment (RI) has been the hot topic of the investment management world for the last few years. This has led to many advisers seeing a substantial increase in client interest; however, many advisers are not. What is the reason behind this difference?

How will you benefit from attending?

• Gain a deeper understanding of the issues surrounding RI, which will help enhance your client conversations

• Discover how your peers are understanding the sustainability needs and wants of their clients to meet PROD requirements

• Uncover the background to the RI marketplace and the ongoing alignment to the Paris Agreement

• Learn how the UK Government and the FCA are aligning their objectives to meet the UK goals on carbon neutrality

• Gain a clear understanding of the types of companies that will feature in a typical RI fund

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