Adviser Edge Financial Planning Seminar

Adviser Edge Financial Planning Seminar

Thank you for your interest in attending an Adviser Edge Seminar. We have arranged a number of events across the UK so you can choose a date and location that is convenient for you.

What we'll cover

The world of wealth management and financial planning is becoming more complex every year. You'll hear from our regional Technical Engagement Consultant and identify further opportunities to support your clients.

  • Budget 2018 – what budget? We'll go under the bonnet to explore the impact on tax planning this year
  • Pension death benefits We'll focus on ill health pension transfers, LTA and death in service planning as well as what we can learn from the death claim process
  • Buy-to-let market and financial planning We'll take a closer look at recent tax changes and where the financial planning opportunities lie
  • Estate planning We'll consider the impact of any recent cases affecting financial planning, and the second part of the IHT review. In addition, we'll cover the probate fee increases and changes to online trust registration

You'll receive a certificate of attendance for this event.

If you have any questions about the event please contact your Standard Life Account Manager.

Book now as places are limited and these popular events fill up fast.

Important information before you sign up

Here at DelegateManager we take your privacy seriously and will only use your personal information to administer your event registration, collating and sharing with the event organiser, Standard Life. We do not share your information with any third-party organisations.

Learn more about how your data is used and stored on DelegateManager, and how Standard Life Aberdeen will use the information you provide.