Forthcoming events
This month
Annual General Meeting 2024
We need you! To get down to our AGM... Your local institute council invites you to attend their 2024 Annual General Meeting in order to hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members for the forthcoming year. If you feel you could make a positive contribution to your institute, it is an ideal first step to becoming involved. Book your place today.
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Let the legacy live on - a Financial Liverpool, CISI & Personal Finance Society joint event
Join our event in central Liverpool to hear three insightful presentations on Legacy and Inheritance Tax Planning. We will be joined by the following speakers Stephen English from Stellar AM Lorraine Wilson from Weightmans Nathan Douse from Royal London
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