Press Release

The budget and IHT  -  PFS one-day conferences

04 May 2006  

The Personal Finance Society today announced that it is running a series of one-day technical conferences to enable members to be fully briefed about the latest Budget related IHT changes.

The conference programme will be:

• a review of existing IHT arrangements;
• a review of the Finance Bill and its impact on existing arrangements;
• what to do about existing trust and will arrangements;
• new trust arrangements;
• the outlook for and structure of wills post Finance Act 2006;
• the role of the specialist adviser in the IHT market, now and in the future.

The sessions will take place in the following locations:

Bristol               6 June 2006
Birmingham       8 June 2006
London              27 June 2006
Leeds               11 July 2006
Manchester       12 July 2006
Edinburgh          20 July 2006

For England the speakers include:
Robert Smeath, Business, Partner, Clarke Willmot
Brian Lawless, Business Development Director, Jelf Private Clients
Richard Wilson, Barrister
Brendan Harper, Friends Provident International
David Batchelor, Wills & Trusts
Bob Bullivant, Deputy Director General, CII and Acting CEO, PFS

For Scotland the speakers include:
Brian Lawless, Business Development Director, Jelf Private Clients
Anne Young, Senior Technical Manager, Scottish Widows
John Corrigan, Partner, Maxwell MacLaurin, Solicitors
Donald Simpson, Associate Tircan Connell
Brian Steeples, Managing Director, The Turris Partnership and President PFS.

The cost is £150 for members and £300 for non members.  To book, log onto the PFS website www.thepfs.org

Bob Bullivant, Acting CEO of PFS said: ’These conferences provide you with an invaluable opportunity to learn about the recent changes to the inheritance tax regime following the Budget.  Leading practitioners from the financial services and legal professions will provide an insight into the Finance Bill provisions and the effect they will have once enacted, on both existing and future will and trust arrangements.’