Financial Planning on Separation Conference 2024 – Presentations
Here you can find links to download all the presentations from the Financial Planning on Separation Conference 2024.
- Pensions and Divorce – What’s new? – Paul Cobley, Oak Barn Financial Planning – Slides
- Public Sector Pensions Remedy and the McCloud Judgement: Update on where we are now – Paul Windle, Actuaries for Lawyers – Slides
- Lifetime Allowance Protections and Pension Sharing – Cheryl Bowden, Bowden Financial Management Ltd – Slides
- Down the rabbit hole – a Financial Planner’s journey into the world of advising on divorce and separation – Asif Sadullah, Active Chartered Financial Planners – Slides
- How cashflow modelling can increase the value you add to your clients – Lottie Kent, True Financial Design Ltd – Slides
- Fear and finances – how to work well with vulnerable clients going through divorce and separation – Annmarie Carvalho, The Carvalho Consultancy – Slides
- Business Assets and Divorce – Valuation and Tax Efficient Extraction – Kayleigh Everson, K3 Tax Advisory; and Jessie King, Quantuma Advisory Limited – Slides
- Workshop and round-table discussion – Ceri Griffiths, Willow Brook Lifestyle Financial Planning; and Lottie Kent, True Financial Design Ltd – Slides