
Budget Updates, Inheritance Tax, Pensions & Annuities
Join us on August 14th at the Park House Hotel, Shifnal, TF11 9BA, 9am arrival for a 9:30am start. Breakfast roll, Tea & Coffee will be available.
Join L&G and Foresight where we’ll explore recent budget updates, with a special focus on Inheritance Tax (IHT), and pensions strategies.
Foresight will discuss changes to IHT with regards the new £1m Business Relief Allowance and look at steps you can be taking with clients now to maximise client’s allowances. Foresight will also present on the IHT changes to pensions from April 2027 and look at case studies on how this impacts clients.
L&G will explore the advantages of securing a guaranteed income, particularly at a time when value is at its most competitive since the global financial crisis and how the retirement landscape will change after April 2027.
Thu 14 Aug 9:00 am – 11:00 am
Matthew Quinn, Foresight Group

Not a CII member?
Members receive exclusive discounts on CII tuition, courses and exam entry.
Join online »
This week is The Insurance Charity Awareness Week.
This week is The Insurance Charity Awareness Week. If you’ve worked in insurance and are experiencing misfortune and financial hardship, the Charity could offer financial support and practical guidance, in complete confidence. Whatever your role or length of service, you can apply for support.
Mon 23 Jun. 2025
President's Message

Stay informed about local CPD
Update your CII preferences to receive local institute emails: 020 8989 8464 customer.serv@cii.co.uk
Login nowE-mentoring platform
Learn, interact and share knowledge in a different way with our new digital mentoring platform.
Find out more