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What to expect:
Join us on 20th April 2027 at The Underglobe for a flagship conference event, bringing together 200+ Financial Advisers, Estate Planners, and IHT Specialists from national networks, large and mid-sized firms, and boutique advisory practices.
Alongside our mainstage sessions:
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Breakout sessions
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Small-group discussions with industry peers
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Networking opportunities
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Industry updates from leading experts in trusts, estate planning, and IHT solutions
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Practical ideas to grow your business, delivered by top UK estate planners
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Latest legal insights covering all aspects of trust and estate planning
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Demystifying Business Relief and other complex planning strategies
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Independent adviser networking
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CPD-eligible - count your attendance towards professional development
Join us at The Underglobe, a unique and atmospheric venue nestled beneath Shakespeare’s Globe on London’s iconic Bankside.
Blending historic character with contemporary style, this remarkable space provides the perfect backdrop for a day of inspiration, connection and fresh ideas. Set in the heart of London, The Underglobe offers a memorable setting to bring our community together.
£140ex-VAT
Presale Tickets
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Full access to the complete conference programme
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Networking opportunities with peers and industry specialists
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Expert industry updates on trusts, estate planning and IHT
-
Business-growth insights from leading UK estate planners
-
Latest legal guidance across trusts and estate planning
-
CPD-eligible (counts towards your professional development)
Solidus Membership Only Pricing
Sales end 30 Nov 2026
Available until 30 Nov 2026
Lowest Price
£170ex-VAT
Earlybird Tickets
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Full access to the complete conference programme
-
Networking opportunities with peers and industry specialists
-
Expert industry updates on trusts, estate planning and IHT
-
Business-growth insights from leading UK estate planners
-
Latest legal guidance across trusts and estate planning
-
CPD-eligible (counts towards your professional development)
Solidus Membership Only Pricing
Sales end 31 Jan 2027
Available from 1 Dec 2026 – 31 Jan 2027
£195ex-VAT
General Admission
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Full access to the complete conference programme
-
Networking opportunities with peers and industry specialists
-
Expert industry updates on trusts, estate planning and IHT
-
Business-growth insights from leading UK estate planners
-
Latest legal guidance across trusts and estate planning
-
CPD-eligible (counts towards your professional development)
Available Now
Public Admission
Join us at The Underglobe for our flagship conference
A flagship, CPD-eligible conference bringing together 200+ advisers, estate planners, and IHT specialists
Practical, expert-led insights covering Trusts, Estate Planning, Business Relief, and IHT solutions
Unrivalled networking opportunities with like-minded advisers from across the UK
A unique setting and opportunity to visit the Shakespeare Exhibition