Past Events

MASTER: The Role of Compliance & Money Laundering Officer
14 Sep
Online

MASTER: The Role of Compliance & Money Laundering Officer

Our new online events have been designed to ensure that they are super interactive and inclusive. Prior to the event, […]

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Compensation and “Care” – there’s more to trusts than IHT
10 Sep
Online

Compensation and “Care” – there’s more to trusts than IHT

Many people are familiar with standard insurance company trusts used in estate and IHT planning.  However, more specialised trusts do […]

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Financial Adviser – Diversity in Finance Awards 2020
09 Sep
Greater London

Financial Adviser – Diversity in Finance Awards 2020

The awards celebrate those individuals who have demonstrated their support for minority groups and promoted and inspired those who are […]

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IFW Wellbeing Café: lunchtime webinar
08 Sep
Online

IFW Wellbeing Café: lunchtime webinar

Welcome to the new IFW Wellbeing Café – which will be opening its virtual doors, ready to greet our members […]

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Intelliflo Change the Game Conference 2020 – Manchester
07 Sep
North West

Intelliflo Change the Game Conference 2020 – Manchester

Change the Game is Intelliflo’s flagship conference which is hosted annually in Manchester and London and aims to promote healthy […]

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MASTER: Training & Competence Scheme
03 Sep
Online

MASTER: Training & Competence Scheme

We’ve split our supervisor workshop in two halves, to specifically spend a session talking over creating a comprehensive T&C scheme, […]

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The early stage companies thriving in lockdown
03 Sep
Online

The early stage companies thriving in lockdown

To get a feel for how things are on the ground, we’ll be interviewing the CEOs of some companies starting […]

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Adding value at the client review
27 Aug
Online

Adding value at the client review

Client’s will have a set of needs and objectives when they first embarked on their financial planning journey. But over […]

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IHT and Life assurance
19 Aug
Online

IHT and Life assurance

With many clients having assets worth more than the nil rate band, estate and inheritance tax planning are areas where […]

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Exploring asset classes
19 Aug
Online

Exploring asset classes

Asset classes? Know everything you need to know about them? Then this Online Assembly isn’t for you. It is for […]

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Trio of Top Timesaving Tax Tools
13 Aug
Online

Trio of Top Timesaving Tax Tools

When planning with pensions, number crunching can take up as much time as meeting with your clients. In this CPD […]

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An update on the Octopus AIM Inheritance Tax Service
06 Aug
Online

An update on the Octopus AIM Inheritance Tax Service

Join us for this live webinar, where Richard Power, Head of the Quoted Smaller Companies team, will provide an update […]

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