Forthcoming events
This month
RO3 (Personal Taxation) Pre Exam Training, Tuesday 26th March 2024 - online distance learning event
This course will cover key aspects of the RO3 syllabus and exam. This session is recorded and sent out to all delegates.
View event detailsRO4 (Pensions and Retirement Planning) Pre Exam Training, Wednesday 27th March 2024 - online distance learning event
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.
View event detailsAll forthcoming events
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 1 of 10, Tuesday 9th April 2024
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 1: Wills/Intestacy & Introduction to Trusts
View event detailsSTEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 2 of 10, Wednesday 10th April 2024
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 2: Inheritance Tax.
View event detailsApr 10th - Annual General Meeting Online
Your Council invites you to attend the 2024 Annual General Meeting of The Insurance Institute of Bournemouth
View event detailsKent 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.
View event detailsSTEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 3 of 10, Tuesday 4th June 2024
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 3 : Will Trusts.
View event detailsSTEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 4 of 10, Wednesday 5th June 2024
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 4 : The Nil Rate Band and Residential Nil Rate Band.
View event detailsSTEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 5 of 10, Tuesday 9th July 2024
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 5 : Post Death Matters & Trusts Used in Financial Services.
View event detailsSTEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 6 of 10, Wednesday 10th July 2024
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 6 : Trust Taxation.
View event detailsSTEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 7 of 10, Tuesday 27th August 2024
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 7 : Trustee Duties & Incapacitated Client.
View event detailsSTEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 8 of 10, Wednesday 28th August 2024
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 8 : Philanthropic Client.
View event detailsSTEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 9 of 10, Tuesday 29th October 2024
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 9 : Revision & Exam Technique.
View event detailsSTEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 10 of 10, Wednesday 30th October 2024
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 10 : Revision & Exam Technique.
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