The Findings

After each Meeting Owen James publish 'The Findings', a document that encapsulates and shares the key issues and topics discussed on the day.

Each section below summarises the different roundtable sessions and covers an array of industry driven topics. 

The Findings are listed in Event date order, but don't just look for an event you attended, explore the research facility that gives you access to topics addressed at all our other Meetings – past and present.

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  • Residential property as a wealth planning vehicle

    Direct property investing is hugely popular in the UK, Whether people buying a home to live in, or as part of a Buy-to-Let portfolio. The average house price in England and Wales has risen by over 300% since 1996.There is £1 trillion housing equity held by the over 65s however, recent changes to taxes, notably increased stamp duty as well as more stringent taxation on property income for Buy-To-Let investments made such investments less attractive for some investors. These changes, coupled with other trends such as online investing, and the emergence of crowdfunding and peer-to-peer lending, has led to a flurry of new players in the market offering “Alternative options to invest in residential property”. While direct property investment is a market most advisers don’t get involved with, there are a lot of new opportunities for investors. Shouldn’t you be helping your clients navigate through this new landscape. Equity Release as a brand has a poor historical reputation due to the way it has been sold and who it has been sold to. But given a lot of wealth is locked up in residential property, how can adviser help clients assess Equity Release as an option for cash flow and financial planning ? What will Brexit mean for UK residential property?

    A Meeting of Minds Winning Advisers - October 2018

    AdviceEmerging MarketsEngagementFinancial AdvisoryJourneyReal EstateRiskTrends

  • What next for long term savings?

    When advising a client on a long term savings strategy, choosing the right tax wrapper is just as important as choosing the right investment strategy.

    Emily LandlessA Meeting of Minds Advisory Distributors - June 2018

    AlternativesEmerging MarketsExperienceFinancial AdvisoryJourneyReal EstateSegementation


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