GROW on Tour is back for October!
After incredible feedback, the band is back together and heading off on a reunion tour with 4 dates around the UK. Here's what it's all about...
These in-person events are small, relaxed and designed to foster genuine connection! We know that brilliant ideas are shared during conversational sessions – and over coffees and lunch, too. Join us for a morning to swap phones, emails and daily grind for discussion, inspiration and networking with new industry connections.
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.
This interactive session is designed to challenge conventional thinking and spark meaningful debate. Get ready to explore the full spectrum of multi-asset solutions - from MPS and Multi-Asset Funds to bespoke portfolios and even the creation of proprietary funds.
Is there a definitive “best” approach? Or is that simply a matter of perspective - shaped by the manufacturer’s own proposition? Join Marlborough as they unpack the nuances, weigh the trade-offs, and help you navigate the evolving landscape with clarity and confidence.
Every firm has them: the near-misses, the awkward “is this allowed?” moments, and the compliance slip-ups that no one wants to admit to. In Compliance Confessionals, we’re pulling back the curtain on real (and safely anonymised) stories from financial planning firms - the good, the bad, and the “you couldn’t make it up."
This isn’t another dry compliance session. Think case studies with a twist.
You’ll hear true-to-life scenarios, debate what should have happened, and discover how to turn compliance headaches into practical lessons.
