Events
Forthcoming events
Corporate Financial Protection: A Growth Opportunity for Advisers
Summary
Unexpected events such as the death or critical illness of a business owner, director, or key employee can have devastating financial and operational consequences for a company. It is therefore crucial to help clients understand these risks and put in place effective protection strategies that safeguard both their business and their people.
Join us for an in-depth webinar designed to equip financial professionals with the knowledge and tools to deliver impactful business protection advice. We'll cover the core solutions every adviser should be discussing with corporate clients, including:
1. Shareholder Protection: Providing financial security and stability when a shareholder dies or becomes critically ill.
2. Key Person Insurance: Protecting business profitability and continuity in the event of the loss or serious illness of vital employees.
3. Relevant Life Policies: Delivering tax-efficient life cover for directors and key staff.
You’ll learn how to identify client needs, position the right solutions, and overcome common objections — all while strengthening client relationships and unlocking new advice opportunities.
Whether you're new to business protection or looking to sharpen your existing approach, this session will give you practical, actionable insights to grow your business and deliver exceptional value to clients.
Our Speaker
David Cunningham is a Protection Specialist for Royal London, with over 15 years’ experience in financial services.
David is a protection specialist focusing on supporting intermediaries predominantly with corporate and estate planning.
Register now to secure your place. Joining details will be emailed to all registered attendees ahead of the event.
Wed 10 Dec 11:00 am – 12:00 pm
David Cunningham, Royal London
From Surviving to Thriving: Post-Burnout Recovery and Prevention
This session addresses the realities of burnout and offers a roadmap for recovery and prevention. Attendees will learn to identify early warning signs, implement restorative habits, and build lasting resilience for themselves and their teams.
Book now to register for this event. An email with the webinar joining link will be sent to all registered attendees in advance of the event.
Our speaker
Steven Heath - Founder & Director, Mental Health in Business, Trainer, MHFA Instructor
Steve is a director at Mental Health in Business and an outstanding trainer and speaker, known for his engaging approach as a Mental Health First Aid (MHFA) instructor. He is deeply passionate about workplace wellbeing, bringing challenging topics to life through powerful insights drawn from his own lived experience with poor mental health.
Steve is also a qualified Clarity coach and a SOURCE Process & Breathwork therapist, with extensive experience working both one-to-one and with groups. His holistic approach and commitment to empowering others make him a sought-after voice in the field of workplace mental health and wellbeing.
Wed 14 Jan 11:00 am – 12:00 pm
Steven Heath, Mental Health in Business
Previous events
How To Find Client Objectives That They Will Care About
Chris Budd will look at the nature of client objectives, and whether they will lead to an increase in client wellbeing. He will discuss how to help clients to understand their own objectives, and the skills advisers need to develop to achieve this. This is a great introduction to the use of simple coaching skills to deliver benefits to your clients and your business, not to mention giving you genuine job satisfaction.
Chris Budd is the author of six books, including the original book about financial wellbeing which he wrote in 2015, The Financial Wellbeing Book. The Four Cornerstones of Financial Wellbeing, was published in 2023.
He founded the Institute for Financial Wellbeing (IFW) to bring together financial advisers and planners who want to focus on their clients’ happiness, not just their money. Chris lives in Somerset, UK, with his family and too many guitars.
Perfect for: Financial advisers, mortgage advisers, and all financial services professionals looking to enhance their client interactions.
Wed 03 Dec 11:00 am – 12:00 pm
Chris Budd, He Founded the Institute for Financial Wellbeing (IFW),
Paraplanning Essentials: Report Writing for New & Trainee Paraplanners
Thank you to everyone who has already signed up for our Paraplanning Essentials: Report Writing for New & Trainee Paraplanners session.
Due to the high level of interest, we’ll be hosting multiple webinars to accommodate everyone.
If you’re planning to join us and haven’t yet registered, please make sure to do so by close of play on 31 October to secure your place.
Once registration closes and we have final numbers, Kieran Moffat (Events Officer) will be in touch with further details.
We look forward to seeing you there!
Writing suitability reports is one of the most important responsibilities of a paraplanner — but it can also be one of the most challenging.
This webinar is designed to give new and trainee paraplanners the confidence and clarity they need to write effective, compliant, and client-friendly reports from the start.
We’ll break down what must be included in a report to meet regulatory standards — and what doesn’t belong.
You’ll learn how to capture and reflect genuine client goals and objectives, structure reports that are easy to read and understand, and avoid common mistakes that can lead to unclear advice or compliance issues.
Whether you're writing your first few reports or want to sharpen your skills, this session will give you practical tools, examples, and tips you can use immediately.
Join us to build confidence in your reporting skills and contribute to better client outcomes — while staying on the right side of compliance.
Please note, spaces are limited and will be allocated on a first-come, first-served basis.
Mon 01 Dec 10:30 am – 12:00 pm
Alan Gow, Argonaut Paraplanning
Corporate Structures & Business Relief: Estate Planning Opportunities
Thank you to everyone who has already signed up for our Corporate Structures & Business Relief: Estate Planning Opportunities
Business Sale Readiness: Tax Planning and Deal Structuring Essentials Webinar on the 25th of November at 11am.
If you plan to join us, please register soon to ensure you don't miss out.
As more business owners look for effective ways to manage their estates and reduce potential Inheritance Tax (IHT) liabilities, corporate structures offer a unique opportunity to invest in Business Relief (BR)-qualifying assets.
This webinar is designed to help financial professionals understand how to incorporate BR-qualifying investments into corporate estate planning strategies. We’ll explore the types of investments that qualify, the conditions required for relief, and how these solutions compare to other traditional planning methods such as trusts and gifting.
You’ll also gain practical insights into how to position these strategies with clients, including company directors and shareholders, and how to navigate common compliance, risk, and suitability considerations.
Joining details will be emailed to all registered attendees ahead of the event.
Tue 25 Nov 11:00 am – 12:00 pm
Andrew Derrington, Senior Business Development Manager
Business Sale Readiness: Tax Planning and Deal Structuring Essentials
Thank you to everyone who has already signed up for our Business Sale Readiness: Tax Planning and Deal Structuring Essentials Webinar on the 8th of October at 11am.
We've had an excellent response and have c. 10 spots remaining. If you plan to join us, please register soon to ensure you don't miss out.
If you advise corporate or SME owner-director clients, the ability to guide them through a business sale is not just valuable — it’s essential.
A business exit is often the most significant financial event in a client’s life. As more owners approach retirement or explore succession options, financial professionals have a vital role to play in ensuring a smooth, tax-efficient, and well-structured transition.
This webinar will explore the key practical steps, tax considerations, and structuring strategies involved in preparing a business for sale. You’ll gain the insight needed to support your clients throughout the process — from sale readiness and valuation to deal structuring and post-sale planning.
You’ll also learn how to:
• Integrate business exit planning into wider financial strategies.
• Identify opportunities for protection and risk mitigation.
• Collaborate effectively with other professional advisers.
Whether your clients are years from selling or actively preparing, this session will equip you to deliver forward-thinking, value-added advice when it matters most.
Register now to secure your place. Joining details will be emailed to all registered attendees ahead of the event.
Wed 08 Oct 11:00 am – 12:00 pm
Lisa Macpherson-Fletcher, RSM
Quiz Night 2025
Thank you to all those that have booked so far.
We have a few final spaces available for our Quiz Night.
We look forward to welcoming you to our 1 of our most popular nights
Any questions or queries, please speak to Jeff Lestrelle
Thu 25 Sep 6:00 pm – 9:00 pm
Le Monde (Dirty Martini bar)
Annual Golf Day 2025
Thank you to everyone who has already signed up for our annual golf day at Liberton Golf Club on Friday, September 5th.
We've had an excellent response and now have only 20 spots left. If you plan to join us, please register soon to ensure you don't miss out.
The day will feature a Texas Scramble event, morning rolls, a CPD session, a two-course meal, and numerous spot prizes. Secure your place now and be part of this fantastic event, generously sponsored by Octopus Investments. Follow the link for full details🏌️♂️⛳️
Fri 05 Sep 8:15 am – 3:00 pm
Liberton Golf Club