Forthcoming events
This month
Critical BI learnings for brokers following the Infinity Reliance judgement
One of the most important judgements in recent times relating to BI insurance was made in the Infinity Reliance case, and brokers who fail to change their proceedings risk large PI claims against them going forward.
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Trusts - The Estate Planner's Secret Weapon
This presentation will focus on financial planning for later life, delving into the different estate planning needs, the key areas of IHT planning and how Trusts combined with different investment products can assist the Estate Planner.
View event detailsWhy DE&I should still be a priority for businesses in 2024
In this webinar we will begin with a brief history and explanation of what is meant by ESG i.e. Environmental, Social & Governance and where Diversity Equity & Inclusion features within this.
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An Introduction to Trade Credit Insurance
Do you know what trade credit insurance is and how it can help your clients grow their business? If not, this webinar is for you!
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Free Tuition for Cert CII & DIP CII Subjects
September is that ‘back to school’ time for adults as well as children. Have you been thinking about starting to study for a Dip CII or Cert CII qualification? Or have you passed a few units already but would like tuition in your remaining subjects? If so, this is for you!
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Tax Planning - A Topical Case Study
Nick Edwards from Trustee Support Services will take you through a topical case study touching on all things tax.
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