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Gain practical planning ideas, real-world insights and valuable connections to help you guide clients through life’s important financial moments with confidence.

Clients’ needs evolve throughout their lives – from building wealth and protecting their family to retirement, bereavement and passing wealth to the next generation. In this Horizon series we’ll explore how advisers can adapt to client circumstances, regulation and policy while continuing to deliver confident, valuable advice.

Attendance will qualify you for two hours of structured CPD.

What to expect

Important client planning moments

Explore how advice needs can change as clients build wealth, approach retirement, experience bereavement or begin planning how to pass wealth on.

Real adviser scenarios

Work through relevant planning scenarios in interactive round-table sessions, with ideas you can apply in client conversations.

Predictable, reliable income

Discuss practical approaches to helping clients generate sustainable income through retirement and other significant life stages.

scales

A flexible planning toolkit

Consider how Triple Point’s adviser Solutions may support retirement, income and wealth-transfer planning.

Choose your Horızon event

Join financial advisers, wealth managers and paraplanners at an event near you.

Tuesday 20 October

📍Wellingborough Golf Club
📅 Tuesday 20 October 2026
🕘 9:00-12:00

Register now

Tuesday 20 October

📍 Queens Hotel
📅 Tuesday 20 October 2026
🕘 9:00-12:00

Register now

Wednesday 21 October

📍West Malling Golf Club
📅 Wednesday 21 October 2026
🕘 9:00-12:00

Register now

Tuesday 27 October

📍 Kimpton Blythswood Square Hotel
📅 Tuesday 27 October 2026
🕘 9:00-12:00

Register now

Tuesday 3 November

📍The Merchant Hotel
📅 Tuesday 3 November 2026
🕘 9:00-12:00

Register now

Tuesday 3 November

📍 One Moorgate Place
📅 Tuesday 3 November 2026
🕘 9:00-12:00

Register now

Wednesday 4 November

📍Foxhills Country Club
📅 Wednesday 4 November 2026
🕘 9:00-12:00

Register now

Thursday 5 November

📍North Lakes Hotel & Spa
📅 Thursday 5 November 2026
🕘 9:00-12:00

Register now

Thursday 5 November

📍 The Alverton
📅 Thursday 5 November 2026
🕘 9:00-12:00

Register now

Tuesday 29 September

📍The Scotsman Hotel
📅 Tuesday 29 September 2026
🕘 9:00-12:00

Event ended

Tuesday 29 September

📍 Amex Stadium
📅 Tuesday 29 September 2026
🕘 9:00-12:00

Event ended

Wednesday 30 September

📍Village Hotel Leeds South
📅 Wednesday 30 September 2026
🕘 9:00-12:00

Event ended

Wednesday 30 September

📍 Aztec Hotel & Spa
📅 Wednesday 30 September 2026
🕘 9:00-12:00

Event ended

Thursday 1 October

📍 The Vermont Hotel
📅 Thursday 1 October 2026
🕘 9am-12pm

Event ended

Tuesday 6 October

📍Sprowston Manor
📅 Tuesday 6 October 2026
🕘 9:00-12:00

Event ended

Tuesday 6 October

📍 MK Stadium
📅 Tuesday 6 October 2026
🕘 9:00-12:00

Event ended

Wednesday 7 October

📍The Mere Golf Resort & Spa
📅 Wednesday 7 October 2026
🕘 9:00-12:00

Event ended

Wednesday 7 October

📍 Delta Hotels
📅 Wednesday 7 October 2026
🕘 9:00-12:00

Event ended

Thursday 8 October

📍 8 Northumberland Ave
📅 Thursday 8 October 2026
🕘 Time: 9:00-12:00

Event ended

Tuesday 13 October

📍 Hogarths
📅 Tuesday 13 October 2026
🕘 9:00-12:00

Event ended

Tuesday 13 October

📍Solent Hotel & Spa
📅 Tuesday 13 October 2026
🕘 9:00 – 12:00

Event ended

Wednesday 14 October

📍Home House
📅 Wednesday 14 October 2026
🕘 9:00-12:00

Event ended

adviser feedback

“Great. Comprehensive coverage and some good networking opportunities.”

Financial adviser, Horizon 2025

“I found the session very helpful and insightful.”

Financial adviser, Horizon 2025

“Great presentation which sparked some interesting debates and conversations on our table. The round table sessions were extremely useful.”

Wealth Manager, Horizon 2025

“A very valuable session. Well delivered and hit the mark.”

Financial adviser, Horizon 2025

“Really informative. Loved the workbook and scenarios”

Paraplanner, Horizon 2025

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.