Nora Rothrock to Speak at HNW Advisor Conference Manchester

Join USTAXFS Managing Director, Nora Rothrock, at HNW Advisor’s Manchester conference on the key themes and trends for advisors dealing with wealthy clients in the North West.  

The conference will examine the domestic and international wealth planning landscape for entrepreneurial clients. It will cover key considerations such as:

• Retirement planning
• Pensions
• Savings
• Investment vehicles
• Succession planning
• Wealth transfer down the generations

It will also examine the international aspects of private wealth, including the Real Estate and sports sectors, bringing advisors up to date with the latest trends from these dynamic sectors.

When: October 9, 2024, 08:30-17:30
Where: etc.venues, 11 Portland St, Manchester M1 3HU, UK

Agenda:

• 08:30 Arrival and Registration at etc.venues
• 09:15 Keynote Address
• 09:45 Sponsor’s Welcome from Risk Assured​
• 10:00 Wealth Planning Considerations for Business Owners
• 10:45 Spotlight on Philanthropy
• 11:15 Refreshments
• 11:45 Foreign Investors in North West Real Estate
• 13:00 Lunch
• 14:00 Changing Residency – Considerations for Relocation
• 14:45 Post Liquidity Event Planning
• 15:45 Refreshments
• 16:15 Trends in Sports & Media​
• 17:30 Wrap up & Departure

Nora will join the panel on Trends in Sports & Media, focusing on high earning celebrities moving to or touring the US or US high-earners coming to the UK and the tax implications.

This PCD event is being held the day before the PCD Manchester Dinner. Spaces are limited. Register for the conference above.