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Gain practical strategies, real-world insights, and valuable connections to help you deliver more impactful advice to clients.

Attendance will qualify you for two hours of structured CPD. Topics include:

A deep dive into the current tax landscape 

With a focus on how to approach the growing demand for tax-efficient investment planning in client conversations.

Practical client planning scenarios

How to support individuals who’ve relied solely on pensions for intergenerational planning and now need to explore alternatives.

Real-world case studies 

Showcasing how we’ve helped business owners optimise their tax position, both during the life of their business and around exit.

Growing your referrals 

Strategies to strengthen relationships with professional connections and generate new client opportunities.

Choose your event.

A nationwide series of adviser-focused workshops bringing together practical insights, expert speakers, and real-world planning strategies.

London Event – 24 July

📍 One Moorgate Place, London EC2
📅 Wednesday 11 February

Register now

London Event – 24 July

📍 One Moorgate Place, London EC2
📅 Wednesday 11 February

Register now

London Event – 24 July

📍 One Moorgate Place, London EC2
📅 Wednesday 11 February

Register now

London Event – 24 July

📍 One Moorgate Place, London EC2
📅 Wednesday 11 February

Register now

London Event – 24 July

📍 One Moorgate Place, London EC2
📅 Wednesday 11 February

Register now

London Event – 24 July

📍 One Moorgate Place, London EC2
📅 Wednesday 11 February

Register now

London Event – 24 July

📍 One Moorgate Place, London EC2
📅 Wednesday 11 February

Register now

London Event – 24 July

📍 One Moorgate Place, London EC2
📅 Wednesday 11 February

Register now

London Event – 24 July

📍 One Moorgate Place, London EC2
📅 Wednesday 11 February

Register now

London Event – 24 July

📍 One Moorgate Place, London EC2
📅 Wednesday 11 February

Register now

London Event – 24 July

📍 One Moorgate Place, London EC2
📅 Wednesday 11 February

Register now

London Event – 24 July

📍 One Moorgate Place, London EC2
📅 Wednesday 11 February

Register now

TESTIMONIAL

“Loved the format of the roundtables and case studies – very interactive”

Mr adviser – Wealth Partners Ltd

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NEWS & INSIGHTS

Latest news & insights

The threat, fear and opportunity surrounding pensions and IHT
The threat, fear and opportunity surrounding pensions and IHT
Dave Lardner, co-founder of adviser consultancy Adeptli, discusses the upcoming changes to IHT, pensions and estate planning.
How advisers can defuse the pension IHT timebomb
How advisers can defuse the pension IHT timebomb
As 6 April 2027 draws near, thousands of pension pots will be brought into scope for inheritance tax.
Three talking points for client conversations about life and legacy
Three talking points for client conversations about life and legacy
Estate planning conversations don’t need to to focus on death and taxes. They can be about a client’s legacy.
The fundamentals of IHT and Business Relief
The fundamentals of IHT and Business Relief
Against a backdrop of more families facing an IHT liability, the fundamentals matter more than ever.
Clients do not fear tax – they fear loss
Clients do not fear tax – they fear loss
Loss aversion is not just a market concept. Clients feel it when money moves around – and the same can apply when discussing an IHT liability.
The estate planning ‘triple whammy’ clients don’t know about
The estate planning ‘triple whammy’ clients don’t know about
We’re entering a new phase in estate planning, where many wealthy clients may find their position is more exposed than expected.
The £5 million estate planning advice opportunity
The £5 million estate planning advice opportunity
Two recent adjustments to the Business Relief allowance coming into effect in April 2026 mean that it could be a solution suitable for a significant number of clients.
The relationship between Business Relief and inheritance tax
The relationship between Business Relief and inheritance tax
Business Relief offers a valuable way to reduce inheritance tax – available not just to business owners, but also to investors in qualifying companies.
What do changes to IHT mean for your clients?
What do changes to IHT mean for your clients?
The rules around inheritance tax have not stood still. Explore the latest changes and the planning opportunities they could create.
Explaining the pros and cons of gifting to clients
Explaining the pros and cons of gifting to clients
Each tax year, everyone has a £3,000 annual gifting allowance, known as the ‘annual exemption’. This means gifts up to that amount can be passed on to one person or split between several people.
Why now is the crucial time for client conversations on IHT
Why now is the crucial time for client conversations on IHT
Rachel Reeves’ Autumn Budget 2024 may well prove the most transformative shift in inheritance tax (IHT) policy in a generation, causing thousands more estates to unwittingly leave behind an IHT bill.
Why advisers can’t ignore the growing estate planning advice opportunity
Why advisers can’t ignore the growing estate planning advice opportunity
Triple Point explains why the increased need for estate planning strategies should include investments that use Business Relief for inheritance tax exemption.