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.

IHT & Estate Planning Masterclasses  - May 2022

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.

IHT & Estate Planning Masterclasses 2023

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.

IHT & Estate Planning Masterclasses 2024

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.

Tax & Estate Planning Masterclass 2025

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