To book a place on a workshop, please email [email protected]

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 [email protected]. We are looking to limit the numbers to 170 attendees. 06/11/19 London Early Bird: £197 + VAT
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. 05/09/19 23/10/19 Welwyn, Hertfordshire No charge
Family Investment Companies Webinar This webinar will be relevant to Licensees with high-net-worth clients with surplus capital. A Family Investment Company (FIC) is a long-term, tax-efficient estate planning vehicle which can help accumulate as well as protect your clients’ wealth. It will be broadcast in conjunction with our legal partners, Mills & Reeve LLP, who have extensive expertise in this area. 11/09/19 Remote No charge
Large Value Estate Planning Workshop 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. 04/12/19 Welwyn, Hertfordshire No charge

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