06/12/2023 – London Mentor Group
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.
7th March: 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 | Thursday 7th March |
|---|---|
| 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
20th March: Breakfast and Bonds with Jupiter
Fancy exploring the opportunities of 15-year high bond yields over breakfast with Ariel Bezalel and the Jupiter fund managers?
Join us for this FREE event on Wednesday 20th March in Cheltenham. Hosted by Jupiter, join Ariel and his Fixed Income team for breakfast and learn about the new planning opportunities for your clients.
| Date | Wednesday 20th March |
|---|---|
| Venue | Hotel du Vin, Cheltenham |
| Time | 8.30 Breakfast, 9.00 Start – 10:00 Finish |
| Cost | £FREE |
To find out more or if you would like to join us for this exclusive event, please contact sandra@truthsoftware.co.uk
21st March: IHT and Trust planning with Transact
What are the challenges we face today with IHT and intergenerational planning? Are Trusts complicated and only suitable for High Net Worth clients? Recent headlines show worrying numbers of people exceeding nil-rate IHT bands. But how do we help clients mitigate the tax impact on their estate and ensure their wealth is passed on as intended?
We are delighted that Brian Radbone, Technical Counsel at Transact, will be answering these questions and more for you. Brian will explain why increasing numbers of the moderately wealthy, and not only the very wealthy, are being caught by UK tax laws, as well as considering what is available in our IHT toolbox to help ensure our clients mitigate any tax payable while ensuring their inheritance objectives are met.
This webinar constitutes 1 hour structured CPD.
| Date | Thursday 21st March |
|---|---|
| Venue | Zoom |
| Time | 10:30-11:30am |
| Cost | £FREE |
To register for this FREE webinar, click here.
24th April: Truth Virtual User Group
The April meeting of your quarterly Virtual User Group, featuring:
- Software tips & tricks
- Technical guidance
- Case study
- Group discussion
and much more…
| Date | Wednesday 24th April |
|---|---|
| Venue | Zoom |
| Time | 14:00-15:30 |
| Cost | £FREE |
Click here to register now for FREE.
