We are delighted that Les Cameron and the technical team at M&G Wealth will once again be bringing their pensions, tax and technical knowledge and expertise to all our events around the country.
This year the theme of the team’s presentations will be: Creating an IHT plan in the new tax environment
This will be a deep dive into how paraplanners can build an effective IHT plan for their clients, taking into account that there is now a new asset in the mix – pensions – and where gifting, trusts and business relief etc now sit in the tactical hierarchy.
In 2025 we are taking our Technical Insight Seminars to 19 locations around the country. We hope to see you at one of them.
Other groups confirmed for our plenary and workshop sessions are (alphabetically):
Bespoke Training Solutions (BTS)
Dentons Pensions Management
LV=
Royal London
Standard Life
Time Investment
Transact
Waverton
with more to be announced
Our CPD accredited paraplanner-only events start in Exeter on 23 April and carry through to Newcastle on 26 November.
We have three new venues for 2025, as we look to bring the events closer to where you work. They are: Brighton (3 July), Warrington (26 June) and Newmarket, (23 Sept).
The full list of venues can be found below. All venues have a set capacity so please register as soon as possible to avoid disappointment. Some, such as London, are already near to capacity.