- Chair’s welcome and opening remarks
- 09:30
- Introduction from ICAEW: delivering integrated advice to SME owners
- 09:40
- Keynote: What entrepreneurs want from their professional advisers
- 09:55
- Banking reinvented for SMEs
- 10:25
- Break
- 11:00
- Using pensions for commercial property purchase
- 11:20
- Personal investing in turbulent times
- 11:50
- Using technology to help build a trusted professional network
- 12:20
- Lunch break
- 12:50
- Family Investment companies
- 13:40
- Session to be confirmed
- 14:10
- Intergenerational lifetime planning opportunities created by the great wealth transfer
- 14:40
- Panel discussion: The power of professional collaboration
- 15:10
- Chair’s closing remarks
- 15:55
- Networking and drinks reception
- 16:00
- Event close
- 17:00
Our speakers
Marianne Abib-Pech has led finance divisions in Shell, BHP Billiton, and GE. She has written the Financial Times Guide to Leadership, and advised businesses trying to enter ‘high-barrier’ countries such as Iran, former Soviet States, and China. Marianne speaks on all aspects of leadership and leadership strategy, including finding the next generation of leaders and women leaders. She looks at the challenges and make-up of the oil and gas sector as well as broader issues of change and transformation, investment, and developing markets.
John oversees ICAEW’s PFP Community and ICAEW’s Personal Financial Planning Advisory Group. His role involves liaising with the FCA and other regulators, working across different areas of ICAEW and with external stakeholders. He began his career as a private client stockbroker and investment manager before working as an independent financial adviser.
Charlotte has over 20 years’ experience working in various capacities at independent financial advisory firms. Charlotte focuses on providing bespoke financial advice to her clients, including individuals, businesses, charities and trusts. This covers all aspects of advice, including retirement planning, investment planning, protection, pension analysis, estate planning and cashflow planning.
James is a Private Client Tax Partner at MHA. James advises on a broad range of taxation matters concerning individuals, trusts, partnerships, and family companies including those with UK and international aspects. His expertise covers principally income tax, capital gains tax and inheritance tax planning as well as the restructuring of private companies, including mergers and demergers, acquisitions and MBOs, exit and remuneration planning.
Paul holds the highly regarded Chartered Wealth Manager title and is also a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) with over 20 years’ experience in the financial services industry, specifically within portfolio management. As a member of MHA Caves Wealth investment committee, Paul actively oversees the firm’s asset allocation and investment strategy.
With a career in legal technology spanning 20+ years and a previous chairman of Legal Software Suppliers Association, Craig Matthews has dedicated his professional life to assisting law firms embrace technology. Craig is the CEO of LEAP Estates, the specialist Wills and Probate Division of LEAP Legal Software, the largest, independent provider of software to law firms in the world.
Johnny is CEO of RQ. Through its collaboration with ICAEW, RQ helps accountancy firms really get to know their business owner clients and collaborate seamlessly with their network of professional connections - solicitors, financial advisers, insurance brokers, mortgage brokers and others - to the ultimate benefit of their clients and their practice. Prior to founding RQ, Johnny founded Data Science marketplace DataWrk.
Testimonials
I found the event extremely useful, relevant and informative.
It was a well designed course, very informative and interesting.
Our sponsors
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