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Upcoming events

Take part in upcoming personal financial planning events.

Webinar: Managing your wealth in a period of uncertainty

26 November 2019 13:00 - 14:00

Sensible and actionable steps to protect your savings and investments

Inheritance Tax, Wills & Estate Planning (Leeds)

26 November 2019, 09:30 - 15:30

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.

Inheritance Tax, Wills & Estate Planning (Manchester)

21 November 2019, 09:30 - 15:30

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.

Inheritance Tax, Wills & Estate Planning

19 November 2019, 09:30 - 15:30

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.

Inter-generational wealth transfer - It pays to collaborate

20 November 2019, 18:30 - 20:30

Learn how accountants, solicitors and financial advisers working together can deliver the integrated solutions clients need for their future.

Buy to Let is dead! Long live Buy to Let!

07 November 2019 12:30-13:30, online

In this webinar, ICAEW content partner Jatin Patel, Founding Partner of Kinnison Limited, will look in detail at the implications on the financing needs of landlords and how they can evolve amid these changes. Jatin will be joined by facilitator John Gaskell, Head of Personal Financial Planning at ICAEW.

Implementing the Senior Managers and Certification Regime in 2019

30 October 2019, 10:30 – 11:30, online

To provide a technical and practical update on the Senior Managers and Certification Regime (SM&CR). It replaces the Approved Persons Regime, changing how people working in financial services are regulated. It begins for solo-regulated firms on 9 December 2019.

IR35: Holistic planning to help employment intermediaries organise their affairs more efficiently

02 October 2019, 13:00 – 14:00, online

Use your technical knowledge to help clients take a more holistic approach to restructuring their affairs

Retirement Planning Workshop

01 October 2019, 09:30 – 13:30, Manchester

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.

Retirement Planning Workshop

03 October 2019, 09:30 – 13:30, Leeds

If you're looking for practical advice about what you need to do to ensure you can retire comfortably, make sure you book your place on this workshop which will equip you with the tools you need to help you plan ahead.

Property Investing Conference 2019

2 December 2019, London

After the sell-out success of the 2018 Property Investing Conference the Personal Financial Planning Community are once again tackling the issues in investing in property. This year’s programme will give delegates a broad overview with interactive workshops on the financial, taxation and legal issues of investing in property at home and abroad. This includes buy-to-let, retiring abroad and advising clients with overseas properties.

Will drafting for accountants

Various dates

This course is designed as an introduction to will drafting or a taster course for accountants considering offering will drafting as a service. Will drafting is often straightforward, but as always there are pitfalls.

Retirement planning workshop (London)

Various dates

If you're looking for practical advice about what you need to do to ensure you can retire comfortably, make sure you book your place on this workshop which will equip you with the tools you need to help you plan ahead.

CABA e-Learning courses

CABA free personal and professional development e-learning courses