Workshops

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: £145 + 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. 03/07/19 Welwyn, Hertfordshire No charge
Integrating Trust Solutions Surgery At this informal morning surgery, run by David Batchelor, we will talk about integrating Trust Solutions, have an open discussion about implementing Trust work in YOUR practice and look at a case study of effectively selling APTs to a group of clients. 17/05/19 Thame, Oxfordshire No charge
Large Value Estate Planning Webinar 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. 04/06/19 Remote 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. 12/06/19 Remote No charge
Running a signing meeting Webinar The purpose of this webinar is to help make the signing meeting process more effective. We will address common questions raised by clients and how to best answer them. He will also give you the tools to run Trustee meetings to enable referrals and build client loyalty. 19/06/19 Remote No charge
Unmarried Couples Planning Webinar Research from the British Social Attitudes Survey shows 46% of people wrongly think that living together in England and Wales gives them the same legal status as a married couple. Unmarried couples are at more risk should one partner decease – it is therefore imperative that they have planning in place, some changes are afoot but this webinar will provide you with a summary of the planning that unmarried couples should consider to avoid erosion of wealth and protect of assets. 11/07/19 Remote No charge

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