What price an education? Grandparents, Tax & Equity Release

Tuesday 30 June 2020 
10:30am - 11:30am

David Quintrell & James Alder of Brewin Dolphin & David Forsdyke of Knight Frank Finance discussed: 

  • Inheritance tax and surplus income
  • Clarity on gifts 
  • Potentially Exempt Transfers & Chargeable Lifetime Transfers
  • Loans to parents
  • Property & planning
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The Parents Forum brings together the brightest thinkers from education, finance, property & law, alongside the most respected independent school leaders to help parents as they plan their child’s educational journey.

The Parents Forum Finance is organised by the Independent Schools Show in partnership with Brewin Dolphin.

Brewin Dolphin
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DAVID FORSDYKE - KNIGHT FRANK FINANCE

David joined Knight Frank Finance in the spring of 2019 to run the Later Life Finance team, providing advice to wealthy older homeowners on Equity Release and other forms of finance. David has focused on the Equity Release market since 2005. Prior to Knight Frank, David worked for Retirement Advantage (Now Canada Life Home Finance), a lifetime mortgage provider, and the Financial Conduct Authority. David spent 2 years as a member of the Equity Release Council Standards Board and is now a member of their advisory panel and Risk Committee. David writes articles for Knight Frank and is often asked for comment by the press.

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DAVID QUINTRELL - DIRECTOR, BREWIN DOLPHIN

David joined Brewin Dolphin in 1998. His expertise covers a wide range of financial planning areas, including tax efficient investment, pension and retirement planning, investment planning, Inheritance Tax planning and trusts, and offshore investment. He holds the Advanced Diploma in Financial Planning, and is a Chartered Financial Planner. He is also a Chartered Member of the Chartered Institute for Securities & Investment (CISI).

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JAMES ALDER - DIRECTOR, BREWIN DOLPHIN

James began his career in financial services with the accountants Blackstone Franks before joining Advisory & Brokerage Services (A&B) in 1993. During his 15 years at A&B (which later became Origen) his team focused on the planning needs for high net worth clients. He holds the Diploma in Financial Planning (Dip PFS) and was made a Divisional Director in early 2013. James is responsible for providing clients with holistic financial planning advice and specialises in inheritance tax and retirement planning. He is also an affiliate member of STEP.