Events

We are pleased to provide advisers with access to our comprehensive insights and CPD programme, along with our national conference, all designed to ensure you are kept abreast of key developments within the industry and have access to expert insight and guidance.

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Upcoming Webinars

AUG

12

Compliance in Focus: 60-minute webinar

A practical look at some of the most important regulatory initiatives affecting advice firms today + a deep dive into cyber security and non-financial misconduct.

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SEPT

01

Inheritance Tax (IHT): What’s changing in 2027? Columbia Threadneedle

This session will explore the significant changes taking effect from 6th April 2027, focusing on the inclusion of unused pension funds and pension death benefits within an individual’s estate for Inheritance Tax purposes.

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SEPT

09

Deep dive into IHT on pensions, AEGON

Join us for a deep dive into the IHT on pensions, with a particular look at the process, implications and impact it will have on personal representatives. The session will also recap on some elements of death nominations too and avoiding foreseeable harm and unintended consequences.

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SEPT

16

IHT - a new mindset, M&G

This session explores the evolving investment and estate‑planning landscape that increasingly shapes long‑term financial outcomes, helping advisers navigate the shifting legislative environment and the increasing importance of intergenerational planning.

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SEPT

22

The Inheritance Tax tipping point: How Business Relief can add value for your clients, Downing

In this session, we will cut through the complexity of the evolving IHT landscape and show how Business Relief investments can offer clients a practical, accessible route to meaningful tax savings - without giving up access or control.

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OCT

21

Natural Income: a load of CRP?

We will share some innovative ways which may challenge a perception that income funds are only to be found in a CRP, and that they may have a much wider role to play in helping to meet the varying needs that customers face throughout their financial journey.

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Upcoming Conferences

OCT

13

The Financial Advice Summit

This special event brings together leading voices from across the sector, to explore how advisers can adapt, evolve, and grow in a changing market.

Through a mix of keynote sessions and interactive panels, the day will examine the key drivers shaping advice models - from market volatility and changes in pension and tax rules, to advances in technology and AI, and the continued evolution of the regulatory environment.

It is also an opportunity to connect with peers, share perspectives, and contribute to a more joined up view of how the profession continues to develop.

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