Your technical toolkit: Legacy planning for your clients

Event details

We are delighted to invite you to our next series of face to face events, focused on key issues impacting legacy planning and inheritance advice in 2025 and beyond. These events will be taking place across the UK in September and October – please join us to discover our investment thoughts for the year and a deep dive into inheritance tax and legacy planning for clients.

Our events will feature breakfast or lunch, networking opportunities, and up to two hours of structured CPD. This is a great chance to gain insights, connect with peers, and engage in meaningful discussions.

30 September 2025 – North East

Arrival from 09:30 for 10:00 start. Finishing at 12.30 followed by a sandwich lunch – Wynyard Hall, Stockton-on-Tees, Billingham TS22 5NF

2 October 2025 – Glasgow

Arrival 09:00 for 09:30 start, finishing no later than 12:00 – Blythswood Square Hotel, 11 Blythswood square, Glasgow G2 4AD

7 October 2025 – East Midlands

Lunch / arrival from 12:00 for 13:00 start, finishing at 15:30 – Cleaver and Wake, The Island Quarter, 1 The Great Northern Close, Nottingham NG2 3JL

9 October 2025 – Cardiff

Arrival 09:00 for 09:30 start, finishing no later than 12:00 – Vale Hotel, Hensol Park, Hensol CF72 8JY

15 October 2025 – London

Lunch / arrival from 12:00 for 13:00 start, finish at 15:30 followed by drinks – Glaziers Hall, 9 Montague Close, London, SE1 9DD

Agenda

We will have 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:

Inheritance tax planning

Failing to plan is planning to fail. Hear from industry specialists on topical legacy planning and inheritance tax planning issues and get ideas on how to help your clients maximise the efficiency of their estate.

A review of the markets

What has been happening in 2025 – Hear from one of our investment strategy experts, on the past, present and future trends in the market and what this could mean for your clients’ portfolios.

Pensions

A decumulation technical session in conjunction with one of our partners. Get practical support with the challenges (and solutions) of balancing client needs with evolving financial regulations.

Register today

Complete the form below to register for the event.