Paraplanners – join us on Wednesday 9 October for a packed agenda of expert technical insight and discussion at the Weetwood Hall Estate Leeds.
The structured CPD accredited seminar will bring you up-to-date on:
• 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
Our full calendar of remaining Seminars can be found below. 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 the venue.
Leeds: 9 October
Manchester: 23 October (NOW FULL)
Bristol: 6 November
Reading: 20 November
Newcastle: 27 November
