We look forward to seeing you at one of our last three Technical Insight Seminar venues this year – in Bristol, Reading or Newcastle
Each of these structured CPD accredited seminars is designed to bring you up-to-date on areas such as:
• The replacement of the lifetime allowance
• Flexible IHT planning
• Standard trusts and getting clients’ tax planning in order
• Suitability report writing
• Active and passive investment
• Sustainable investing and SDR
• IHT problems and opportunities in financial plans
The day is a mix of plenary and smaller boardroom sessions*, in which you can hear from a range of technical experts tackling issues you are facing in your daily role as well as highlighting the bumps in the road that can catch us out.
DON’T MISS OUT, PLEASE REGISTER HERE
Some events are very popular and they all have limited capacity so please book as early as possible to avoid disappointment.
* Once registered our events team will keep you up-to-date with details and the agenda for that venue.
Bristol: 6 November
Reading: 20 November
Newcastle: 27 November
DON’T MISS OUT, PLEASE REGISTER HERE
Here’s some of the feedback from paraplanners on the events to date:
“Please pass on my thanks to the team for a great day which was filled with high quality presentations which have definitely enhanced the Paraplanning teams learning and development.”
“Great seminar again yesterday – I really enjoyed it. I will be on the lookout for the 2025 event.”
“I just wanted to say thanks to you, your team and the other speakers at last week’s event – it was a brilliant day, the variety of topics were great and it was definitely an insightful day into the world of paraplanning! I very much look forward to attending a similar sort of event in the future.”
“Wonderful hospitality, informative speakers and a brilliant venue.”
“I just wanted to email to say that yesterday’s event was fantastic, and I came away with so much more knowledge and understanding of the more complex areas covered yesterday by the guest speakers. It’s also great to see an event targeted to paraplanners specifically.”
“I’d like to thank all at Professional Paraplanner and the guest speakers for an excellent day at the Crown Plaza in Birmingham yesterday. It was very informative and engaging throughout.”
“Thank you for another thought provoking and very relevant day of presentations.”
“I wanted to say a big thank you for the event in Exeter last week. It was really enjoyable and informative and I wanted to say a big thank you to you and all involved for the work in arranging it. I’m looking forward to next year’s event already!”
