Technical Insight Seminars in June

8 May 2025

In June our Technical Insight Seminars will be in London, Oxford and Warrington, as we bring our events to a location close to you.

While London is now full and operating a waiting list, we have places in Oxford – Leonardo Royal Hotel – 18 June and Warrington – The Park Royal – 26 June.

PLEASE REGISTER HERE

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 so please register for your preferred location and we will send you further details.

Our Seminars are CPD-accredited paraplanner-only events and great opportunities to hear from some of the experts in the industry on topics designed to give paraplanners the information and insights you need on a day-to-day basis.

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.

PLEASE REGISTER HERE

Here is the full list of our Technical Insight Seminars this year:

Professional Paraplanner