Unlocking 2025: Your technical toolkit
Views & insights2025 roadshows – these will take place in five key locations across the UK, offering up to two hours of structured CPD. Discover more information here.
Event details
We are delighted to invite you to our event series focused on the key things to know in 2025. Taking place across the UK in January and February, join us to discover our investment thoughts for the year and a deep dive into pensions, trusts and tax planning.
Our events will feature breakfast or lunch, networking opportunities, and two hours of structured CPD. This is a great chance to gain insights, connect with peers, and engage in meaningful discussions.
21 January 2025 – Birmingham
9am – 1pm – The Belfry, Lichfield Rd, Sutton Coldfield, B76 9PR
22 January 2025 – Edinburgh
12 – 4pm – The Caledonian, Princes St, Edinburgh, EH1 2AB
30 January 2025 – London
12 – 4pm – ETC Monument, 8 Eastcheap, London, EC3M 1AE
5 February 2025 – North East
9am – 2pm – Wynyard Hall, Stockton-on-Tees, Billingham, TS22 5NF
Agenda
We will have four speaker sessions with Q&A at the end. Speakers will be confirmed in due course, see below for a summary of what’s to come:
Trusts & tax planning
Following on from the Autumn Budget, one of our partners will present on Budget opportunities and responsibilities in 2025.
Increase in outsourcing
How RBC Brewin Dolphin are helping advisers and the launch of our new retirement service.
A review of the markets
What does 2025 hold in store – Hear from Janet Mui, RBC Brewin Dolphin, on what we believe are the trends in the market for 2025.
Pensions
A decumulation technical session in conjunction with one of our partners. Get practical help with the challenges (and solutions) of balancing client needs with evolving financial regulations at the same time.