More than just software…
We aim to be not only a provider but a key business partner to all our customer firms. As part of this service, we offer a wide range of regular webinars and events, many of which are completely free to our subscribers. You can find the details of all our upcoming events on this page.
For past events, click here.
19th November 2025: Corporate investing for small and medium size business owners
Brian Radbone, Technical Counsel at Transact, joins us for a look at how to deal with corporate investing for business owners.
Brian will take us through:
- How to deal with surplus cash in a business
- Taking advantage of tax deferral > Accessing specialist funds (and picking investment vehicles)
- Planning around BR and BADR for shareholders
And much more!
| Date | Wednesday 19th November |
|---|---|
| Venue | Zoom – CLICK HERE TO REGISTER |
| Time | 10:30-11:30 am |
| Cost | FREE |
Register for free here.
2nd December 2025: Evidence-based investing: where it’s being challenged and what planners need to watch out for in 2026
We’re delighted to be joined by Sarb and Saftar from Binary Capital.
Binary look at MPS from a different angle, focusing on conviction-driven investment built on research and close partnerships with IFAs.
Join us for a look at:
- Market Overview with a focus on expected volatility for 2026
- Evidence-Based investing and how changes in Small Cap allocations are being challenged
- Endowment-style investing and how it impacts clients who are in/at retirement
| Date | Tuesday 2nd December |
|---|---|
| Venue | Zoom – CLICK HERE TO REGISTER |
| Time | 10:30-11:30 am |
| Cost | £FREE |
Register for free here.
3rd December 2025: London Business Development Workshop
One of our regular events, our London Business Development Workshop, has been running for over a decade and continues to attract top-level planners and business owners.
Graham Ponting CFP Chartered FCSI, award-winning planner, and former CFP assessor hosts the day. The agenda includes a case study from one of the planners, software tips and tricks, and a fantastic networking and development opportunity.
| Date | Wednesday 3rd December |
|---|---|
| Venue | Novotel London Blackfriars Hotel |
| Time | 9.30am – 4.30pm |
| Cost | £200 + VAT (including lunch & refreshments) |
To find out more or if you would like to join us for this exclusive event, please contact sandra@truthsoftware.co.uk
4th February 2026: Truth Virtual User Group
The February meeting of your quarterly Virtual User Group, featuring:
- Software tips & tricks
- Technical guidance
- Case study
- Group discussion
and much more…
| Date | Wednesday 4th February |
|---|---|
| Venue | TBC |
| Time | 14:00-15:30 |
| Cost | £FREE |
Register for free here.
