Divorce, death and tax - Liverpool

Register here

Programme Overview

Welcome to Divorce, death and tax: effective planning for life’s key events – the third and final series of events within the 2024 XCHANGE programme.  

Join us this autumn at one of four locations across the UK for a deep dive into two of life's key events: divorce and death. You will gain essential guidance on current trends around the tax implications of divorce and death, ensuring you can provide expert guidance when it's needed most. Alongside this, we’ll equip you with fresh thinking on how best to communicate this effectively – ensuring you can build and maintain stronger relationships with your clients.  

Doors for registration will open at 8:45 on Thursday 12 September with a packed programme running across a series of breakouts until 16.35, offering five hours of CPD.   

Confirmed sessions and speakers already include:  

  • The divorce journey 
    Amicable - the online legal service for divorcing and separating couples.  

  • Communicating well with bereaved clients 
    National Bereavement Society 

  • Tying the knot between sustainability and returns 
    M&G 

  • Adding value to investment portfolios through tax-efficient investments 
    Foresight and Triple Point 

  • The power of awareness: unlocking the path to seeing beyond the surface  
    Kusal Ariyawansa – Chartered Financial Planner and TEDx speaker 

This is just an early taster of what you can expect across the day. We’ll unveil the full programme later in July. 

 

Registration 

Registration is free of charge and lunch and refreshments will be provided. 

If you have any queries regarding registration, please contact pfsevents@thepfs.org 

Register here