Stellar Estate Planning Virtual Summit

Money, Mortality and the Modern Family

Changing the perceptions of sustainable intergenerational estate planning and highlighting the opportunities ahead.

Thursday, 21 October 2021
from 9.00am to 6.00pm

A free virtual event for financial advisers and private client professionals

Join us at this CPD-accredited* summit to hear from leading experts on inheritance tax, trusteeship, property, probate and much more.

This online event will offer valuable insights into the latest thinking on estate planning, outline the challenges and opportunities for advisers and provide unrivalled access to thought leaders in intergenerational services.

There will be masterclasses, panel discussions and opportunities to network at a series of informal round tables.

For further information, please contact: virtualsummit@stellar-am.com

Meet the speakers   View Full Agenda

Can’t make the date?

We recommend registering your place, as all of the sessions from this event will be recorded. Following the event, we will send recording links and handout materials to everyone who has registered.

Meet the speakers   View Full Agenda

Hot topics include:

• The inheritance economy –
  could this be the greatest wealth transfer ever?
• Money and mortality – why informed planning is essential
• The changing face of estate planning advice
• Driving transparency in later life planning
• Planning across the generations

As a delegate, you will benefit from:

• Networking opportunities with sponsors and delegates
• CPD-accredited content*
• Estate planning surgeries

* This event has now received ‘in principle’ approval that the further learning value and structure conform to CPD guidelines to enable attendees to use the learning time towards their annual Continuing Professional Development requirements.