Managing Wealth in 2021 and Beyond


Date: Wednesday, 2nd June, 8.30am – 11.30am

Roma Burke, Lane Clark & Peacock Ireland Ltd

  • IORP II, what is it good for?
    • An overview of IORP II, the new EU pension regulation
    • How will it affect your role?
    • Can principles in the IORP lead to better outcomes for your clients?

David Keary, PwC Ireland

  • Topical Private Client and Family Business Issues
    • Pitfalls and opportunities for an efficient inheritance of a private business
    • The impact of the anti-avoidance tax regime in 2021:
      • commercial aspects
      • deal value of buying/selling a private business
    • Using a private business as a family investment platform

Kevin McConnell, Gem Strategic Ltd

  • Mind the Bounce
    • Overview of the current macro-economic environment and trends.
    •  Asset valuations in the current environment and wealth preservation strategies

Note: as this is a joint event run in association with ITI & LIA, your data (name & email address) may be shared with these institutions solely for CPD record purposes.  In making your booking you consent to this taking place.

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