We’re delighted to be back on the road in the Autumn and look forward to seeing you again in person. Join us at one of 15 locations nationwide in September and November for an interactive and in-depth seminar, accredited for 2.5 hours of structured CPD.
The topics our two speakers will be exploring are:
In this very practical and interactive workshop, Paul Lucas will provide a thorough summary of the different types of trusts that can be used for estate and IHT planning. He’ll review the tax treatment of each of the main trust types and consider the pros and cons for various client scenarios. You will learn from realistic case studies that demonstrate the practical application of trusts for IHT mitigation.
The implementation of the new Consumer Duty regulation will be felt to some degree by all financial advice firms across the UK. Graham Finlay will discuss all the key aspects, impacts and opportunities of the new Consumer Duty. One of the fundamental impacts he will explore in detail is around assessing the concept of ‘value’ in relation to both your firm and your client.
Adviser Edge is an award-winning, free online resource for UK advice professionals. Split into three zones – financial planning, investments and practice management – it offers professional support and technical training designed to provide practical value to your business and clients.
Within practice management, our ‘Accelerator Pathways’ hub is dedicated to developing and honing the marketing, influencing and relationship management skills that are crucial to growing and maintaining your business.
Learning earns structured CPD, accredited by the LIBF, which is logged on your personal CPD dashboard.
To register to attend, please complete your details and select the location from the list below. If you require more information, please email email@example.com.