Aberdeen, Edinburgh & Glasgow – Technical Insight Seminars

9 July 2024

Professional Paraplanner’s autumn Technical Insight Seminars begin in Scotland with three back-to-back events from 10-12 September.

We have close to 50 delegates registered for both Edinburgh and Glasgow, which are nearing capacity, so if you’d like to join us, please do register now.

We are trialling our events in Aberdeen for the first time, so if you are a paraplanner in the area please do come along or you know someone who might benefit from attending, please highlight the event to them.


Delegates will hear from some of the best technical minds in the market, talking on need-to-know subjects for paraplanners looking to do their best for their clients.

Over the three days, delegates will hear from the likes of Fidelity’s Paul Squirrell on pensions, the M&G Wealth team’s Les Cameron and Neil Macleod on trusts and getting your tax planning in order, Brian Radbone of Transact on IHT opportunities, and other speakers tackling ESG research, IHT planning, discretionary trusts, soft skills for paraplanners and future-proofing investment portfolios (agendas vary across the three events).

The events consists of a mix of plenary sessions and boardroom workshop sessions, a format which is highly rated by our delegate attendees.

With something for everyone, these will be not-to-be missed events.


Professional Paraplanner