From April to June our Technical Insight Seminars will be in Cardiff, Belfast, Oxford and Warrington, as we bring our events to a location close to you.
We have over 800 paraplanners currently signed up to our events this year. We kick off in Exeter (now on a wait list ) on 23 April, then head to
Cardiff – Hensol Castle on 30 April
Belfast – Hilton Belfast on 7 May
Birmingham – (now on a wait list )
London – (now on a wait list )
Oxford – Leonardo Royal Hotel – 18 June
Warrington – The Park Royal – 26 June
Technical topics our expert speakers will be delving into include IHT and estate planning in the new landscape, pensions, trusts, CGT calculation, alternative tax strategies, protection, intergenerational wealth planning, suitability report optimisation, and some of the soft skills paraplanners need to get the best out of their advisers!
Agendas differ at each event and further details will be provided after registration.
Our Seminars are CPD-accredited paraplanner-only events designed to give paraplanners information and insights you need on a day-to-day basis, with a view to providing the best in outcomes for your clients.
The Seminars also present you with a great opportunity to talk to our expert speakers over coffee break and lunch, as well as to network and catch up with other paraplanners in your area.
Here is the full list of our Technical Insight Seminars this year:
