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