Intelligent Partnership

Half-day masterclasses on IHT and estate planning for planners and paraplanners. These purely educational events are eligible for 3 hours of structured CPD and will centre around interactive roundtable discussions led by fellow financial planners.

Half-day masterclasses on IHT & estate planning for planners. These purely educational events are eligible for 3 hours of structured CPD and centre around interactive roundtable discussions led by abrdn, HSBC, Seneca Partners & TIME Investments.

This series of masterclasses will offer a focussed half-day of expert-led workhops aimed at upskilling financial planners looking to refresh their estate planning knowledge. These educational events are eligible for 3 hours of structured CPD.

This location masterclass series will explore the needs, aims and hidden agendas of a multi-generational family tree with complex scenarios and objectives to work through. Come away with 3 hours of CPD accreditation.

Half day Tax Planning Showcase & Workshop Events for financial advisers and wealth managers. Hear the latest market news, compare and contrast the offerings of up to 8 investment providers and participate in interactive workshops all in one morning.