Workshops

To book a place on a workshop, please email sonya@siep.co.uk

Workshop Overview Date/s Venue Cost
Solidus Annual Conference The Solidus Conference has grown into a highly-respected event for our Licensees, delivering informed, practical advice from highly-rated speakers. If you want to confirm attendance email sonya@siep.co.uk to reserve your place. Last year we welcomed a record number of licensees. We are looking to limit the numbers to 170 attendees. Full details will be released over the next few months. Monday 6 November ICC, Birmingham £170 + VAT
Protecting Client Wealth Workshop As part of our efforts to support you in developing your knowledge of trusts and the trust administration services you deliver to your clients, we are running a joint ‘Protecting Client Wealth’ event with Transact and Prestwood. The event will explore a financial planning case study using a family at various stages of life. We will cover wealth protection, tax efficiency and essential planning for common lifetime events and financial objectives. Wednesday 18 October Cardiff, Wales No Charge
Trust Solutions Workshop This workshop is aimed at new advisers as well as paraplanners and support staff. We will provide a technical introduction to our main client estate planning solutions. Wednesday 13 September Welwyn, Hertfordshire No charge
Quickstart programme From 2017 the significance of Trusts for estate planning will be even more important, particularly with the introduction of the Residence Nil Rate Band Tax Allowance. The three stage programme will assist new Licensees as well as Licensees who have found it hard to find the time to get started with Trust planning. Note: Attendees must attend all three sessions. For more details click here 7 Sept
11 Oct
22 Nov
Thame, Oxfordshire £300 plus VAT for two people
Administrator Training This workshop is aimed at administration and support staff within your organisation, and is free to attend. As well as a brief technical introduction to our main client estate planning solutions, we will primarily focus on the process of working with Solidus, including time-scales and completing the application forms. Thursday 14 September Welwyn, Hertfordshire No charge
Business and Property This workshop is aimed at experienced Licensees who have already marketed both financial and estate planning solutions to clients. It focuses on the detailed and valuable areas of business planning and various aspects of property planning. Wednesday 4 October Welwyn, Hertfordshire No charge
Large Value Estate Planning This workshop is aimed at the experienced Licensees who have already marketed both financial and estate planning solutions to the clients. It focuses on the nuances of Large Estate Planning. Wednesday 6 September Welwyn, Hertfordshire No charge

Additional dates may be added for some workshops as demand requires; dates may be subject to change.