Divorce, death and tax - London
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 26 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
Conversations across the generations: is listening the key?
Becca Timmins – Coach at When We Think
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