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IHT & Estate Planning Masterclasses 2024

Intelligent Partnership

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This series of masterclasses will offer a focussed half-day of expert-led workhops aimed at upskilling financial planners looking to refresh their estate planning knowledge. These educational events are eligible for 3 hours of structured CPD.

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IHT & Estate Planning Masterclass for planners and paraplanners | London
Wed, Jun 12, 9:00 AM
Free
IHT & Estate Planning Masterclass for planners & paraplanners | Southampton
Tue, Jun 11, 9:00 AM
Free
IHT & Estate Planning Masterclass for planners and paraplanners | Exeter
Thu, May 23, 9:00 AM
Free

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Intelligent Partnership

Organizer of IHT & Estate Planning Masterclasses 2024

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IHT & Estate Planning Masterclasses - May 2022

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Half-day masterclasses on IHT and estate planning for planners and paraplanners. These purely educational events are eligible for 3 hours of structured CPD and will centre around interactive roundtable discussions led by fellow financial planners.

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IHT & Estate Planning Masterclasses 2023

No upcoming events

Half-day masterclasses on IHT & estate planning for planners. These purely educational events are eligible for 3 hours of structured CPD and centre around interactive roundtable discussions led by abrdn, HSBC, Seneca Partners & TIME Investments.

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Tax & Estate Planning Masterclass 2025

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This location masterclass series will explore the needs, aims and hidden agendas of a multi-generational family tree with complex scenarios and objectives to work through. Come away with 3 hours of CPD accreditation.

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Tax Planning Showcase & Workshops

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Half day Tax Planning Showcase & Workshop Events for financial advisers and wealth managers. Hear the latest market news, compare and contrast the offerings of up to 8 investment providers and participate in interactive workshops all in one morning.