We run a number of half-day masterclasses across the UK for planners and paraplanners. These purely educational events are eligible for three hours of structured CPD and centre around interactive roundtable discussions led by fellow financial planners and subject matter experts.

The Tax & Estate Planning Masterclass will explore the needs, aims and hidden agendas of a multi-generational family tree with complex scenarios and objectives to work through.

Attendees will participate in roundtable discussions on the planning opportunities, technical knowledge and soft skills required to consider and competently advise the different generations.

Space is limited as the event is designed to create meaningful educational and networking opportunities – early registration is recommended.