Thrings helps financial planners avoid a sticky wicket

Solicitors from Thrings’ Commercial, Private Client and Family teams occupied the crease at Gloucestershire County Cricket Club today (14 May) as chartered financial planners from across the South West gathered for legal updates at the Chartered Insurance Institute’s (CII) latest educational seminar.

Associate solicitor Lauren Preedy joined partners Malcolm Emery and Alastair Govier to deliver presentations on family law, topical tax and trust issues and working with the financial ombudsman to specially invited guests at the CII’s ‘Chartered Connections’, which took place at the club’s newly refurbished Bristol Pavilion conference centre.

The CII is the world's largest professional body dedicated to insurance and financial services, and currently has over 112,000 members in more than 150 countries.

Subjects covered by Thrings' team of specialist lawyers included:

  • Maximising gifts out of income for inheritance tax (IHT) purposes
  • Changes to the IHT treatment of relevant property trusts
  • Independent assessment of risk for IFAs
  • Analysis of the FCA's statement on pension transfers and switching to SIPPS
  • Changes in family law, the implications for SME owners and protecting personal wealth


Delegates also had the opportunity to ask Alastair, Malcolm and Lauren questions and discuss many of the issues and challenges faced by chartered financial planners and other financial services professionals. For more information, click here.

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