Access Recordings from the Stellar Estate Planning Virtual Summit
on Money, Mortality and the Modern Family

We are pleased to provide you with access to the recordings from the Stellar Estate Planning Virtual Summit held on 21 October 2021.

Please click on the Masterclasses, Keynotes and Expert Panel Discussions below to hear from leading experts on
inheritance tax, trusteeship, property, probate and much more.

Welcome Address: Money, Mortality and the Modern Family

Matthew Steiner from Stellar Asset Management opened the Summit and introduced the main themes of the day.

Masterclass: Investing for Future Generations

Raj Basra, Managing Director of Tacit Investment Management explored how the successful management of an investment portfolio is an essential part of a comprehensive estate plan.

Expert Panel Session: Money and Mortality – Why planning is critical

Chaired by Matthew Steiner from Stellar Asset Management, this panel discussion covered Money, Mortality, the Covid-19 pandemic, the benefits of paying for advice, advisers as a ‘life coach’ and the importance of a longer-term mindset.

Masterclass: Financial Mastery

Jennifer Priestley, Managing Director of Maple Accountancy, demystified the decision-making process for family owned businesses and provided strategies for successful, tax efficient exits.

Masterclass: Business Relief – At the heart of the economy

Presented by Jonathan Gain from Stellar Asset Management who was joined by Ben Blackburn, Managing Director from Ben Blackburn Golf Ltd and Georgia Gale, Director at Homegrown Property Developments.

Masterclass: Why transparency, truthfulness and trustworthiness are highly profitable commercial virtues

Andy Agathangelou, Founder of Transparency Task Force, looked at the significant commercial opportunity for estate planning professionals to differentiate themselves through exemplary conduct, whereby trust-based relationships can be built and nurtured over time, cascading from one generation of clients to the next.

Expert Panel Session: The Holy Trinity

Exploring the Relationship Between Tax Specialists, Lawyers and Financial Advisers
During this panel session, our experts highlighted the importance of collaboration with other professionals to create “The Holy Trinity” of advice to ensure the advice given to each client achieves the best outcome for them and their family.

Masterclass: AiMing for ESG – The moral maze

Stephen English, Investment Director at Stellar Asset Management explored how to incorporate a more rounded and pragmatic assessment of an AiM company’s overall sustainability as part of the investment process. Stephen illustrated why an ESG appraisal should be a central part of the investment process and how it can drive investor returns.

Masterclass: Modern Families: Dealing with the affairs of elderly and infirm relatives

During this masterclass, James Ward and Jemma Garside from the Private Client team at Kingsley Napley unpicked the two legal tools that can be used to make decisions and manage the affairs of someone who has lost the ability to do so themselves. They defined the term “mental capacity” and the grey area surrounding this, and looked at common issues that arise, particularly with blended families.

Masterclass: HNW Tax Planning – Tell me what you want, what you really, really want

High Net Worth Tax Planning session presented by Tom Moore, Managing Director at WestBridge Tax.

Expert Panel Session: Answering the Tough Questions in Estate Planning

Chaired by Jonathan Gain from Stellar Asset Management, this expert panel discussion tackled some of the tough questions in Estate Planning.

Masterclass: It’s bigger than ESG

Lee Coates OBE from ESG Accord looked at the benefits of incorporating sustainable finance preferences into estate planning. The presentation also examined the different categories of these choices, which include Impact and Environmental, Social and Governance (ESG).

Keynote: Communication Strategies for Money, Mortality and the Modern Family

Communication Specialist Betsy Butterick shared her tips to enhance communication around the challenging themes of Money and Mortality in the context of the Modern Family.

Masterclass: How EIS is the Future of the Economy

Focusing on Enterprise Investment Schemes (EIS), this session was presented by Alistair Marsden, Chief Marketing Officer at Nova Growth Capital.

Masterclass: Using Residential Property to Create a Tax Efficient Legacy

This session was presented by Mark Mariou, Founder and Director of Inheritance Solutions UK.

Masterclass: Essential Tax Considerations for Majority Shareholders of SME Trading Companies

Jeremy Giles, Founder and Senior Partner at Jeremy Giles LLP focused on business owners with majority shareholdings in SME trading companies, how they can reduce the effect of IHT and use tools such as employee ownership trusts.

Masterclass: The Intergenerational Wealth Transfer Opportunity

Mel Wheeler from Kings Court Trust outlined the intergenerational wealth transfer opportunity for Financial Advisers. With £5.5 trillion expected to pass between generations between 2017-2047, it’s important for Advisers to adapt to avoid the risk of losing client funds under management.

Closing Address: Collaboration – Helping to shape the future of estate planning

Jonathan Gain, Chief Investment Officer and CEO from Stellar Asset Management wrapped up the day.

Our Virtual Summit Speakers

Event Sponsors

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Maple Accounting logo
Murrays hall
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