Events
Forthcoming events
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course.
Day 3 : Will Trusts.
Tue 04 Jun 10:00 am – 4:00 pm
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course.
Day 4 : The Nil Rate Band and Residential Nil Rate Band.
Wed 05 Jun 10:00 am – 4:00 pm
July 3rd - Insurance Institute of Bournemouth Charity Golf Day 2024
Charity Golf Day 2024
Crane Valley Golf Club
Wednesday 3rd July 2024
09:30 to 19:30
Wed 03 Jul 9:30 am – 7:30 pm
Crane Valley Golf Club
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course.
Day 5 : Post Death Matters & Trusts Used in Financial Services.
Tue 09 Jul 10:00 am – 4:00 pm
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course.
Day 6 : Trust Taxation.
Wed 10 Jul 10:00 am – 4:00 pm
July 11th - Bank of England Meeting with Andrew Holder, Agent for Central Southern England
Join Dorset & Bournemouth Chambers and The IIB for this off the record insight into the economy and issues facing businesses with Andrew Holder, Agent for Central Southern England for the Bank of England.
Thu 11 Jul 8:30 am – 10:00 am
Previous events
Kent Conference 2024 - Navigating rapid transformative global change
We are delighted to hold our eleventh annual conference once again on Tuesday 16th April. The event provides a superb opportunity to enjoy a fantastic day of education, debate and networking. It is always our aim for you to have plenty of take-aways of thought provoking ideas to implement and share. The event is relevant to many issues the sector faces, and is an enabler to further your knowledge and understanding to assist you within the scope of your role, and share within the workplace or even outside!
From feedback ‘as the one to attend’, we cover a wide range of topics from a variety of presenters along with lunch and refreshments, and certainly recommend you bring along your colleagues or contacts in order to gain CPD.
Tue 16 Apr 8:45 am – 4:00 pm
Kent Showground, Events Centre, The Clive Emson Building, Maidstone
Apr 10th - Annual General Meeting Online
Your Council invites you to attend the 2024 Annual General Meeting of The Insurance Institute of Bournemouth
Wed 10 Apr 12:45 pm – 1:30 pm
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course.
Day 2: Inheritance Tax.
Wed 10 Apr 10:00 am – 4:00 pm
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course.
Day 1: Wills/Intestacy & Introduction to Trusts
Tue 09 Apr 10:00 am – 4:00 pm
RO4 (Pensions and Retirement Planning) Pre Exam Training, Wednesday 27th March 2024
This course covers the main topics covered in the RO4 syllabus and exam. The session is recorded and a copy is sent out to all delegates.
The learning objectives are as follows:
1. Understand the political, economic and social environment factors which provide the context for pensions planning.
2. Understand how the HM Revenue & Customs (HMRC) tax regime applies to pensions planning.
3. Understand the relevant aspects of pensions law and regulation to pensions planning.
4. Understand the structure, characteristics and application of Defined Benefit (DB) schemes to an individual’s pension planning.
5. Analyse the range of Defined Contribution (DC) scheme options as they apply to an individual’s pension planning.
6. Analyse the options and factors to consider for drawing pension benefits.
7. Explain the structure, relevance and application of State Schemes to an individual’s pension planning.
8. Evaluate the aims and objectives of retirement planning, including the relevant investment issues.
Wed 27 Mar – Tue 16 May
RO3 (Personal Taxation) Pre Exam Training, Tuesday 26th March 2024
This course will cover key aspects of the RO3 syllabus and exam. This session is recorded and sent out to all delegates.
Tue 26 Mar 9:30 am – 4:30 pm