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. To reserve your place email sonya@siep.co.uk. We are looking to limit the numbers to 170 attendees. TBC TBC Early Bird: £145 + VAT
Trust Taxation Webinar This webinar will address your client’s concerns about Trust Taxation ensuring that the message is kept simple and the benefits of generational protection are clear. More specifically it will look at Chargeable Lifetime Transfers, Capital Gains Tax and Periodic Charges. 20/02/19 Remote No charge
Integrating Trust Solutions In this workshop David Batchelor and his team will look at successfully providing Trust Solutions for your clients, loyalty that generates business through the generations and generating additional income from legal work. For more information about the event click here 27/02/19 Thame Early Bird £380 + VAT for two attendees
Trust Solutions Workshop Attending this workshop will give you the confidence you need to work with Trust Solutions confidently and profitably. We will provide a technical introduction to our main client estate planning solutions as well as the tools you need to speak to your clients about Trust Solutions. 13/02/19 14/03/19 15/05/19 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 their clients. It focuses on the nuances of Large Estate Planning. 01/05/19 Welwyn, Hertfordshire No charge
Business and Property Workshop Aimed at experienced Licensees who have already marketed both financial and estate planning solutions to their clients. It focuses on the detailed and valuable areas of business planning and common aspects of property planning and protection. 20/03/19 Welwyn, Hertfordshire No charge

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