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Advisers are facing a new reality: longer lives, rising care needs and increasing pressure to demonstrate robust vulnerability processes.
TIME Investments’ latest CPD-accredited webinar explores how to deliver more effective estate planning for clients and their families.
The changing face of estate planning: aligning wealth and health
Wednesday, 16 September 2026 | 10am
Join Henny Dovland, Business Development Director at TIME Investments and Stephanie Leung, CoFounder and CEO of KareHero, as they examine the growing intersection between health, care and wealth and what this means for your advice process.
With regulatory scrutiny intensifying, advisers who fail to identify and plan for vulnerable clients risk poorer outcomes, missed opportunities and weaker intergenerational engagement. This session will provide practical guidance to help you strengthen your approach and futureproof your proposition.
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In this CPD session, they will cover:
- How vulnerability is evolving and what it means for advisers in 2026
- Turning Consumer Duty obligations into deeper client and family engagement
- How health and care planning can protect both wealth and outcomes
- An introduction to KareHero’s Care Concierge and how it supports clients and advisers
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Keep in touch
TIME has one of the largest adviser support teams in the sector with full regional coverage with dedicated contact.
Your local contact would be delighted to come out and see you, either face-to-face or virtually, to discuss how they can support you and your clients.
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Important Information
The information contained in this email does not constitute and should not be construed as constituting investment or tax advice by TIME. Past performance is not necessarily a guide to future performance and there is no guarantee that the target return objectives of TIME:Advance or TIME:AIM will be achieved; you should recognise that your clients' capital is at risk and investors may get back less than they invest. The levels and bases of, and reliefs from, taxation may change in the future. Any favourable tax treatment, such as Business Relief, is subject to Government legislation and as such may change.
TIME Investments is a trading name of Alpha Real Property Investment Advisers LLP. TIME Investments is authorised and regulated by the Financial Conduct Authority (reference number: 534723).
The information in this e-mail is confidential and is intended solely for the recipient. Access, copying or re-use of information in it by anyone else is unauthorised. If you are not the intended recipient, Best Regards
the e-mail and inform the sender by reply.
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