Adviser Edge:
On the Road

Welcome

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:

Using trusts for estate and inheritance tax planning

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.

Why attend?

  • Understand the tax treatment of different trust planning options
  • Hear the benefits and drawbacks of different trust types
  • Learn practical applications of trust-based planning to use to mitigate your clients’ inheritance tax liability
FCA Consumer Duty – what is that all about?

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.

Why attend?

  • Gain an understanding of the fundamental principles of the new Consumer Duty regulation
  • Learn what you should consider as key in assessing 'Value' in relation to Consumer Duty
  • Identify a strategy to enhance your client communications
Locations

Belfast

Birmingham

Bristol

Cardiff

Durham

Edinburgh

Gatwick

Glasgow

Harrogate

Leicester

London

Manchester

Norwich

Sheffield

Southampton

Delegate testimonials from previous events

"Was great to be at a live event. Fount it all interesting and useful. Thanks again for the invite."

"Both parts of the session were informative, well delivered and thoroughly worthwhile. Two accomplished presenters covering some very pertinent topics."

"Both speakers both very good and made the morning a joy to attend."

"Excellent first event back after Covid - the tax presentation was a very good reminder on tax planning."

"Excellent event, very good presentations from both presenters. Good group size; not too many people which gave time for questions."

"Very good technical content and learnt many things that I was unaware of."

"I was actually surprised that there wasn't much of a sales pitch. The info was great, the presentations were helpful, it would have been fine to big yourselves up more."

"I enjoyed listening to both presenters; the content was relevant and the seminar was a good blend of technical and topical training."

"The IHT presentation is one of the best that I have been privileged to attend after 40 years in the industry."

"Both sessions were delivered in a very clear and understandable manner with both presenters explaining the topics with a 'real world' slant (different from most other provider sessions). The event was professionally and excellently facilitated, and I am certain word will spread amongst the industry that the Adviser Edge events are well worth attending."

Speakers

Paul Lucas

Strategic & Technical Sales Director

Read bio

Graham Finlay

Strategic & Technical Sales Director

Read bio

Supported by online learning

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.

Register

To register to attend, please complete your details and select the location from the list below. If you require more information, please email events@adviser-edge-on-the-road.com.

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