Why attend

Attendance will qualify you for two hours of structured CPD. Topics include:

• A deep dive into the current tax landscape – with a focus on how to approach the growing demand for tax-efficient investment planning in client conversations.
• Practical client planning scenarios – including how to support individuals who’ve relied solely on pensions for intergenerational planning and now need to explore alternatives.
• Real-world case studies – showcasing how we’ve helped business owners optimise their tax position, both during the life of their business and around exit.
• Growing your referrals – strategies to strengthen relationships with professional connections and generate new client opportunities.