Forthcoming events
This month
Corporate Structures & Business Relief: Estate Planning Opportunities
Thank you to everyone who has already signed up for our Corporate Structures & Business Relief: Estate Planning Opportunities Business Sale Readiness: Tax Planning and Deal Structuring Essentials Webinar on the 25th of November at 11am. If you plan to join us, please register soon to ensure you don't miss out. As more business owners look for effective ways to manage their estates and reduce potential Inheritance Tax (IHT) liabilities, corporate structures offer a unique opportunity to invest in Business Relief (BR)-qualifying assets. This webinar is designed to help financial professionals understand how to incorporate BR-qualifying investments into corporate estate planning strategies. We’ll explore the types of investments that qualify, the conditions required for relief, and how these solutions compare to other traditional planning methods such as trusts and gifting. You’ll also gain practical insights into how to position these strategies with clients, including company directors and shareholders, and how to navigate common compliance, risk, and suitability considerations. Joining details will be emailed to all registered attendees ahead of the event.
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Paraplanning Essentials: Report Writing for New & Trainee Paraplanners
Thank you to everyone who has already signed up for our Paraplanning Essentials: Report Writing for New & Trainee Paraplanners session. Due to the high level of interest, we’ll be hosting multiple webinars to accommodate everyone. If you’re planning to join us and haven’t yet registered, please make sure to do so by close of play on 31 October to secure your place. Once registration closes and we have final numbers, Kieran Moffat (Events Officer) will be in touch with further details. We look forward to seeing you there! Writing suitability reports is one of the most important responsibilities of a paraplanner — but it can also be one of the most challenging. This webinar is designed to give new and trainee paraplanners the confidence and clarity they need to write effective, compliant, and client-friendly reports from the start. We’ll break down what must be included in a report to meet regulatory standards — and what doesn’t belong. You’ll learn how to capture and reflect genuine client goals and objectives, structure reports that are easy to read and understand, and avoid common mistakes that can lead to unclear advice or compliance issues. Whether you're writing your first few reports or want to sharpen your skills, this session will give you practical tools, examples, and tips you can use immediately. Join us to build confidence in your reporting skills and contribute to better client outcomes — while staying on the right side of compliance. Please note, spaces are limited and will be allocated on a first-come, first-served basis.
View event detailsCorporate Financial Protection: A Growth Opportunity for Advisers
Summary Unexpected events such as the death or critical illness of a business owner, director, or key employee can have devastating financial and operational consequences for a company. It is therefore crucial to help clients understand these risks and put in place effective protection strategies that safeguard both their business and their people. Join us for an in-depth webinar designed to equip financial professionals with the knowledge and tools to deliver impactful business protection advice. We'll cover the core solutions every adviser should be discussing with corporate clients, including: 1. Shareholder Protection: Providing financial security and stability when a shareholder dies or becomes critically ill. 2. Key Person Insurance: Protecting business profitability and continuity in the event of the loss or serious illness of vital employees. 3. Relevant Life Policies: Delivering tax-efficient life cover for directors and key staff. You’ll learn how to identify client needs, position the right solutions, and overcome common objections — all while strengthening client relationships and unlocking new advice opportunities. Whether you're new to business protection or looking to sharpen your existing approach, this session will give you practical, actionable insights to grow your business and deliver exceptional value to clients. Our Speaker David Cunningham is a Protection Specialist for Royal London, with over 15 years’ experience in financial services. David is a protection specialist focusing on supporting intermediaries predominantly with corporate and estate planning. Register now to secure your place. Joining details will be emailed to all registered attendees ahead of the event.
View event detailsFrom Surviving to Thriving: Post-Burnout Recovery and Prevention
This session addresses the realities of burnout and offers a roadmap for recovery and prevention. Attendees will learn to identify early warning signs, implement restorative habits, and build lasting resilience for themselves and their teams. Book now to register for this event. An email with the webinar joining link will be sent to all registered attendees in advance of the event. Our speaker Steven Heath - Founder & Director, Mental Health in Business, Trainer, MHFA Instructor Steve is a director at Mental Health in Business and an outstanding trainer and speaker, known for his engaging approach as a Mental Health First Aid (MHFA) instructor. He is deeply passionate about workplace wellbeing, bringing challenging topics to life through powerful insights drawn from his own lived experience with poor mental health. Steve is also a qualified Clarity coach and a SOURCE Process & Breathwork therapist, with extensive experience working both one-to-one and with groups. His holistic approach and commitment to empowering others make him a sought-after voice in the field of workplace mental health and wellbeing.
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