Cardiff, Belfast and Oxford – we’re coming to you!

21 March 2024

This year we have added six new venues to our Technical Insights Seminars roadshow. First on the list of new venues are Cardiff (1 May), Belfast (8 May) and Oxford (19 June).


We’re bringing together a range of expert speakers to help you increase your knowledge as a paraplanner and get the best outcomes for your clients.

Some of the areas our speakers will be covering are*:

  • Getting your planning in order
  • Making the most of the UK tax benefits
  • Wealth transfer – where do women fit into the picture?
  • The Venture Capital landscape and demystifying the myths of investing in EIS
  • Future proofing: How to stand out in a model portfolio crowd
  • IHT – threat or opportunity?
  • Exploring the lifecycle of a SIPP client; key aspects to bear in mind
  • Discretionary trusts
  • Effective suitability report writing – top tips

We are also introducing three new events for the autumn 2024 in Aberdeen (10 Sept), Nottingham (25 Sept) and Reading (20 Nov).

Plus we have our 11 other venue to choose from. Find out more here.

Rob Kingsbury, editor of Professional Paraplanner, says:  “We’ve been running our live events since 2015 and we’re delighted to be building out our Technical Insight Programme to include six new venues this year, delivering 17 around the country.

“Anyone near our new venues (and our more established one) do register your interest and we’ll get in touch with further details.

“We believe it is important to bring in-person events to paraplanners around the country, as live events can deliver a rich environment in which to learn, refresh and network with fellow paraplanners.

“We are grateful to the growing number of companies who recognise the increasing importance of paraplanners in the delivery of first class financial planning and are putting up their experts to speak at our events.

“We hope to see you at one of our 17 events this year – from Aberdeen to Exeter.”

* Each venue is individual so please register and we will send you further details of the agenda specific to that venue.


Professional Paraplanner