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April 2018

Trustee training – Glasgow

26th April at 9:00 am - 4:30 pm
Ascot Lloyd, Glasgow Office, 120 West Regent Street
Glasgow, G2 2QD United Kingdom
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Trustee training

One day introductory training The law requires trustees of occupational pension schemes to acquire and maintain the required level of knowledge and understanding to perform their role effectively. Our one day course is aimed at recently appointed trustees, but will also be a useful refresher for more experienced trustees and non-trustees (such as HR managers and financial controllers) who support the administration and or management of a scheme. What you'll learn The definition and nature of a pension trust: the roles…

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May 2018

Wealth preservation – Birmingham

2nd May at 10:15 am - 1:30 pm
Swinfen Hall Hotel, The Drive
Lichfield, Birmingham, WS14 9RE United Kingdom
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Swinfen Hall Hotel, Birmingham

Ensure the right assets are in the right place at the right time. Preserving your wealth starts with effective financial planning. Our highly qualified advisers will introduce you to practical strategies to effectively manage long-term care, investments and succession planning (including inheritance tax).

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Wealth preservation – Rickmansworth

22nd May at 10:15 am - 1:30 pm
Denham Court Drive

Denham, Buckinghamshire UB9 5PG United Kingdom
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Ensure you have the right assets in the right place at the right time Preserving your wealth starts with effective financial planning. Our highly qualified advisers will introduce you to practical strategies to effectively manage long-term care, investments and succession planning (including inheritance tax).

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June 2018

Wealth preservation – Harrogate

19th June at 10:15 am - 1:30 pm
Prospect Place

Harrogate, HG1 1LB United Kingdom
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Ensure the right assets are in the right place at the right time. Preserving your wealth starts with effective financial planning. Our highly qualified advisers will introduce you to practical strategies to effectively manage long-term care, investments and succession planning (including inheritance tax).

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Wealth preservation – Christchurch

26th June at 10:15 am - 1:30 pm
Lyndhurt Road

Brockenhurst, SO42 7ZB United Kingdom
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Ensure the right assets are in the right place at the right time. Preserving your wealth starts with effective financial planning. Our highly qualified advisers will introduce you to practical strategies to effectively manage long-term care, investments and succession planning (including inheritance tax).

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