08:00am - 08:30am

Registration & Tea/Coffee

08:30am - 08:35am

Welcome

David Worrell, Senior Relationship Manager, Conexim – David will give a broad overview of our programme of Practice Development Events, and will also outline the key reasons why we see PortfolioMetrix as adding significant value to an advisors proposition ...

08:35am - 08:45am

Introduction to PortfolioMetrix

Marc Westlake, Chief Executive Officer – Ireland, PortfolioMetrix– Marc will talk about how and why PortfolioMetrix challenges traditional investment propositions, how it evolved and its mission in helping financial advisors better serve their ...

08:45am - 09:05am

Personal Taxes

Jane Florides, Principal and co-founder, Kennelly Tax Advisers Limited & Lisa Cantillon, Associate Director, Kennelly Tax Advisers Limited – Personal Taxes in Ireland – Income Tax, USC and PRSI.

09:05am - 09:45am

Fund Taxes

Jane Florides, Principal and co-founder, Kennelly Tax Advisers Limited – Fund Taxes in Ireland – How do you know if a fund is liable to Exit Tax or Income Tax and Capital Gains Tax

09:45am - 10:05am

Capital Taxes – How to bring added value to your clients

Jane Florides, Principal and co-founder, Kennelly Tax Advisers Limited & Lisa Cantillon, Associate Director, Kennelly Tax Advisers Limited – The key elements to focus on here are client engagement and the value proposition, with an emphasis on how to ...

10:05am - 10:10am

Dividend Withholding Taxes

Marc Westlake, Chief Executive Officer – Ireland, PortfolioMetrix – Dividend Withholding Taxes in other countries – How Foreign Taxes reduce investor returns.

10:10am - 10:20am

Case Study

Marc Westlake, Chief Executive Officer – Ireland, PortfolioMetrix – Marc by using the 6 – step FPSB financial planning process will work thorugh a real life case study. He will also look at the various groups of investors who benefit from ...

10:20am - 10:35am

Portfolio Construction

Mark Bradley, Investment Analyst – Ireland, Head of Operations, PortfolioMetrix

10:35pm - 10:45am

Q & A - Close