Join us this October for the opportunity to connect in person with like-minded professionals, take part in small working groups where you can speak openly, ask questions and gain insights not just from expert speakers, but from each other – all within a trusted, collaborative environment.

Our partners, Quilter and Marlborough, will provide you with the essential tools to drive better client outcomes whilst expanding your expertise with dynamic, knowledge-packed sessions full of practical insights you can take back to your teams.

What’s the format?

On the day, you’ll be placed into small groups of 15-20 for a more personal, interactive and engaging experience. Our speakers will rotate through each group, delivering focused 40-minute sessions. This way, you’ll get to take part in every session without having to choose between them. There’ll be ample time during the morning to network with your peers and lunch is on us too!

- 10:00: Arrival with refreshments

- 10:30: Verve welcome

- 10:50: Session 1 ✨

- 11:30: Refreshment break

- 11:50: Session 2 ✨

- 12:30: Lunch

- 13:10: Session 3 ✨

- 13:50: Verve wrap up and closing remarks

- 14:00: Event close

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Agenda

Quilter - Navigating pension IHT changes

Inheritance Tax (IHT) has taken centre stage this year, and we've been fortunate to host several insightful webinars with Quilter, breaking down the changes and what they mean for you.

Thanks to overwhelming demand for more on this topic, we’re excited to bring you an in-person, interactive session as part of the October GROW: On Tour events.

In a rapidly changing financial landscape - make sure you stay ahead of the curve. This insightful session will focus on the impact of the pension IHT changes and how you can future proof your advice strategies.

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Full agenda TBC