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Upcoming events

Take part in upcoming personal financial planning events.

Retirement Planning workshops

Various dates and locations

Join us for a highly-practical morning workshop where you will learn more about the tools you can use to make the right financial decisions for you and your loved ones.

Wills and Inheritance Tax

28 November 2018, London

This practical seminar will help you make the most of your assets, so you can gain peace of mind that your Will has been structured properly and you are minimising the impact of Inheritance Tax.

Webinar: Demystifying inheritance tax planning - Innovative FCA regulated IHT solutions

26 June 2018 13:00 – 14:00

In addition to more mainstream IHT planning, FCA authorised financial planning advisers can provide a range of innovative IHT planning solutions. This webinar will help you understand what Regulated IHT schemes are available and how they can be used including:

  • Overview of conventional IHT planning
  • Life Assurance Based Solutions
  • Loan Trusts
  • Discounted Gift Trusts
  • Business Property Relief Investments
  • Enterprise Investment Schemes
  • AIM Shares
  • Defined Contribution Pensions