{"id":40478,"date":"2025-08-18T10:55:23","date_gmt":"2025-08-18T10:55:23","guid":{"rendered":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/?p=40478"},"modified":"2026-05-27T15:22:35","modified_gmt":"2026-05-27T15:22:35","slug":"your-technical-toolkit-legacy-planning-for-your-clients","status":"publish","type":"post","link":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/insights\/your-technical-toolkit-legacy-planning-for-your-clients","title":{"rendered":"Your technical toolkit: Legacy planning for your clients"},"content":{"rendered":"\n<section class=\"wp-block-rbcwm-rbc-block rbc-block\"><div class=\"container\"><div class=\"row \"><div class=\"col-lg-12\">\n<h2 id=\"h-event-details\" class=\"wp-block-heading\"><strong>Event details<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">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 \u2013 please join us to discover our investment thoughts for the year and a deep dive into inheritance tax and legacy planning for clients.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>30 September 2025 \u2013 North East<br><\/strong><br>Arrival from 09:30 for 10:00 start. Finishing at 12.30 followed by a sandwich lunch \u2013 Wynyard Hall, Stockton-on-Tees, Billingham TS22 5NF<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>2 October 2025 \u2013 Glasgow<br><\/strong><br>Arrival 09:00 for 09:30 start, finishing no later than 12:00 \u2013 Blythswood Square Hotel, 11 Blythswood square, Glasgow G2 4AD<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>7 October 2025 \u2013 East Midlands<br><\/strong><br>Lunch \/ arrival from 12:00 for 13:00 start, finishing at 15:30 \u2013 Cleaver and Wake, The Island Quarter, 1 The Great Northern Close, Nottingham NG2 3JL<br><br><strong>9 October 2025 \u2013 Cardiff<br><\/strong><br>Arrival 09:00 for 09:30 start, finishing no later than 12:00 \u2013 Vale Hotel, Hensol Park, Hensol CF72 8JY<br><br><strong>15 October 2025 \u2013 London<br><\/strong><br>Lunch \/ arrival from 12:00 for 13:00 start, finish at 15:30 followed by drinks \u2013 Glaziers Hall, 9 Montague Close, London, SE1 9DD<\/p>\n\n\n\n<h2 id=\"h-agenda\" class=\"wp-block-heading\"><strong>Agenda<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">We will have speaker sessions with Q&amp;A at the end. Speakers will be confirmed for each session in due course, see below for a summary of what\u2019s to come:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>A review of the markets,<\/strong><br>An overview of current market conditions. Highlighting key trends and the<br>implications of this globally.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Beyond the will: Rethinking legacy in a changing world<\/strong><br>Tony will discuss the new legislative context for intergenerational planning, share findings from our unique consumer and adviser research on what \u2018legacy\u2019 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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Bespoke retirement solution<\/strong><br>Retirement can mean very different things to different people, learn more about our strategy behind our Bespoke Retirement Solution offering.<\/p>\n\n\n\n<h2 id=\"h-cpd-learning-objectives\" class=\"wp-block-heading\"><strong>CPD Learning objectives: <\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>A review of the markets<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Recognise how evolving economic trends influence investment opportunities and financial strategies.&nbsp;<\/li>\n\n\n\n<li>Strengthen ability to assess portfolio diversification approaches in response to changing market conditions.<\/li>\n\n\n\n<li>Apply risk management techniques to support clients in achieving resilience and long-term financial stability.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Bespoke retirement solution<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Examine current pension market developments and their implications for client retirement planning needs.<\/li>\n\n\n\n<li>Identify and evaluate the risks in retirement investment strategies, applying appropriate mitigation approaches.<\/li>\n\n\n\n<li>Formulate tailored, client-focused retirement solutions that combine investment best practice with the client&#8217;s personal financial goals.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Beyond the will: Rethinking legacy in a changing world<\/strong><br>To understand, be able to articulate and have confidence in:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>What the main tax changes to influence intergenerational planning are and what they might be in the future.<\/li>\n\n\n\n<li>The emotional and communication imperatives that need to be understood , navigated and actioned to achieve successful intergenerational financial planning outcomes.<\/li>\n\n\n\n<li>The main intergenerational planning solutions that can be implemented with cash and investments \u2013 especially those enabling the client to retain control over and access to the assets used in planning.<\/li>\n\n\n\n<li>Proactively creating and implementing effective and truly&nbsp;intergenerational financial plans that meet the aspirations of clients and their families&nbsp;<\/li>\n<\/ul>\n\n\n\n<h2 id=\"h-register-today\" class=\"wp-block-heading\">Register today<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Complete the form below to register for the event.<\/p>\n\n\n\n\t\t\t<div id=\"marketoform\" class=\"anchor\" style=\"top: -100px;\" tabindex=\"-1\"><\/div>\n\n\t\t\t\t\t\t\t\t<form id=\"mktoForm_5809\"><\/form>\n\t\t\t\t\t<\/div><\/div><\/div><\/section>\n","protected":false},"excerpt":{"rendered":"<p>2025 roadshows \u2013 these will take place in key locations across the UK, offering up to two hours of structured CPD. Discover more information here.<\/p>\n","protected":false},"author":145,"featured_media":40485,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"templates\/event.php","format":"standard","meta":{"_acf_changed":false,"rbcwm_post_date":"","editor_notices":[],"rbc_url_alias":"","rbcbd_featured_desktop_image_position":"center-right","rbcbd_featured_mobile_image_position":"","footnotes":"","jetpack_post_was_ever_published":false},"categories":[],"tags":[],"rbcwm_content_owner":[],"rbcwm_need":[],"rbcwm_segment":[],"rbcwm_solution":[],"rbcwm_topic":[],"rbcwm_channel":[100],"rbcwm_format":[753],"class_list":["post-40478","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","rbcwm_channel-intermediaries","rbcwm_format-event"],"acf":{"rbc_ct_service":"","rbc_ct_theme":false,"rbc_ct_topic":false,"rbcwm_subtitle":"2025 roadshows \u2013 these will take place in five key locations across the UK, offering up to two hours of structured CPD. Discover more information here.","rbcwm_post_author":"","rbcwm_custom_breadcrumb_text":"Home","rbcwm_custom_breadcrumb_link_url":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/intermediaries","rbcwm_disclaimers":{"add_disclosures":"","perspective_disclaimer":"","expandable":"","omit_from_pages":"","disclaimer_footnote":""},"rbcwm_insight_cta_id":"","rbcwm_pagination":{"next_link":"","next_link_text":"Next article","previous_link":"","previous_link_text":"Previous article"},"rbcwm_video_duration":"","article_time":"","rbcwm_enable_toc":false},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.6) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Your technical toolkit: Legacy planning for your clients &#8211; RBC Wealth Management United Kingdom<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.rbcwealthmanagement.com\/en-uk\/insights\/your-technical-toolkit-legacy-planning-for-your-clients\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Your technical toolkit: Legacy planning for your clients\" \/>\n<meta property=\"og:description\" content=\"2025 roadshows \u2013 these will take place in key locations across the UK, offering up to two hours of structured CPD. 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