Our Technical Insight Seminars are now well under way, bringing our industry experts to talk to paraplanners around the country, starting in Exeter, Cardiff, Belfast to date.
Our next ports of call are:
Birmingham – 15 May (now on a waiting list)
London – 5 June (now on a waiting list)
Oxford – 19 June
Chester – 26 June
Southampton – 3 July
You can register to attend any of these events and our 9 events in the autumn ** HERE
Belfast: Fidelity Adviser Solutions’ pensions and tax expert Paul Squirrell explains the new LTA rules and how financial planning is impacted
Exeter: Les Cameron, Head of Technical at M&G Wealth, takes paraplanners through the order of efficient financial planning post April 2024
Cardiff: Question time with Les
Belfast: Transact's Brian Radbone takes a deep dive into IHT planning
Exeter: Alan Gow, Argonaut Paraplanning, delivers some top tips on suitability report writing
Cardiff: Sian Davies Cole, Plan Works, talks effective suitability report writing
Also on the agenda at some or all of these events were:
Donald manning, Fidelity International: Making the most of the UK tax benefits
Francesca Gandolfi, HSBC Life: Tax and Estate Planning – the use of Discretionary Trusts
Steven McPhillips, Dentons Pensions: Exploring the lifecycle of a SIPP client; key aspects to bear in mind
Stuart Podmore, Schroders: 3D Reset – deglobalisation, demographics, and decarbonisation
Edward Lloyd, Sarasin & Partners: Future-proofing: How to stand out in a model portfolio crowd
Faye Williams, Love Ventures: The Venture Capital landscape and demystifying the myths of investing in EIS
Natalie Dawes, Bespoke Training Solutions (BTS): A Day in the Life of a Paraplanner
**Our autumn events are:
Aberdeen – 10 September, Copthorne Hotel
Edinburgh – 11 September, Waldorf Astoria
Glasgow – 12 September, Radisson Blu
Nottingham – 25 September, Nottingham Belfry
Leeds – 9 October, Weetwood Hall Estate
Manchester – 23 October, Midland Hotel
Bristol – 6 November, Aztec Hotel & Spa
Reading – 20 November, Voco Reading
Newcastle – 27 November, Innside by Melia
REGISTER FOR OUR SEMINARS HERE
Main image: Hensol Castle, venue for our Cardiff Technical Insight Seminar.
