Your technical toolkit: Legacy planning for your clients

Event details

We are delighted to invite you to our next series of face to face events, focused on key issues impacting legacy planning and inheritance advice in 2025 and beyond. These events will be taking place across the UK in September and October – please join us to discover our investment thoughts for the year and a deep dive into inheritance tax and legacy planning for clients.

Our events will feature breakfast or lunch, networking opportunities, and up to two hours of structured CPD. This is a great chance to gain insights, connect with peers, and engage in meaningful discussions.

30 September 2025 – North East

Arrival from 09:30 for 10:00 start. Finishing at 12.30 followed by a sandwich lunch – Wynyard Hall, Stockton-on-Tees, Billingham TS22 5NF

2 October 2025 – Glasgow

Arrival 09:00 for 09:30 start, finishing no later than 12:00 – Blythswood Square Hotel, 11 Blythswood square, Glasgow G2 4AD

7 October 2025 – East Midlands

Lunch / arrival from 12:00 for 13:00 start, finishing at 15:30 – Cleaver and Wake, The Island Quarter, 1 The Great Northern Close, Nottingham NG2 3JL

9 October 2025 – Cardiff

Arrival 09:00 for 09:30 start, finishing no later than 12:00 – Vale Hotel, Hensol Park, Hensol CF72 8JY

15 October 2025 – London

Lunch / arrival from 12:00 for 13:00 start, finish at 15:30 followed by drinks – Glaziers Hall, 9 Montague Close, London, SE1 9DD

Agenda

We will have speaker sessions with Q&A at the end. Speakers will be confirmed for each session in due course, see below for a summary of what’s to come:

A review of the markets,
An overview of current market conditions. Highlighting key trends and the
implications of this globally.

Beyond the will: Rethinking legacy in a changing world
Tony will discuss the new legislative context for intergenerational planning, share findings from our unique consumer and adviser research on what ‘legacy’ means to clients, outline strategies for tax-efficient accumulation, decumulation and wealth transfer and consider the potential tax planning implications of the upcoming Autumn Budget on 26 November.

Bespoke retirement solution
Retirement can mean very different things to different people, learn more about our strategy behind our Bespoke Retirement Solution offering.

CPD Learning objectives:

A review of the markets

• Recognise how evolving economic trends influence investment opportunities and financial strategies. 
• Strengthen ability to assess portfolio diversification approaches in response to changing market conditions.
• Apply risk management techniques to support clients in achieving resilience and long-term financial stability.

Bespoke retirement solution

• Examine current pension market developments and their implications for client retirement planning needs.
• Identify and evaluate the risks in retirement investment strategies, applying appropriate mitigation approaches.
• Formulate tailored, client-focused retirement solutions that combine investment best practice with the client’s personal financial goals.

Beyond the will: Rethinking legacy in a changing world
To understand, be able to articulate and have confidence in: 

• What the main tax changes to influence intergenerational planning are and what they might be in the future.
• The emotional and communication imperatives that need to be understood , navigated and actioned to achieve successful intergenerational financial planning outcomes.
• The main intergenerational planning solutions that can be implemented with cash and investments – especially those enabling the client to retain control over and access to the assets used in planning.
• Proactively creating and implementing effective and truly intergenerational financial plans that meet the aspirations of clients and their families 

Register today

Complete the form below to register for the event.