Previous events
This month
Inheritance Tax with Puma Investments
Join us on June 3rd at the Park House Hotel, Shifnal, TF11 9BA, 9am arrival for a 9:30am start. Breakfast roll, Tea & Coffee will be available. Join James Ramsay – Head of Investment Product Management at Puma Investments (former Head of Tax Advantaged Investments at Allenbridge), where he will look at the recent changes to Inheritance Tax in the context of Business Relief and how these solutions can help reduce your clients IHT liability especially for pension assets. He will also discus how advisers can add additional value to clients through portfolio construction in the BR space, considering Debt vs Equity exposure, Asset Backed versus Enterprise Value BR solutions and other key considerations that need to be made when advising in this area.
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Shrewsbury Summer Roadshow
Precision planning & protection perfection How well are your clients able to articulate their financial goals? When did you last go back to basics and consider how protection features in your clients’ plans? Research shows that initially clients often don’t really know what their goals are. As financial advisers, you need to work closely with them to really explore their goals before building a precise plan which will deliver for their long-term future.
View event detailsContractors All Risks
This session examines Contract Works policies and what they cover, what are the main cover issues (including defect exclusions) and the information brokers need to place the cover. Alan Tickner–FCII, FIRM Alan has a wealth of experience and expertise garnered from over 40 years working in the Insurance industry, primarily with insurance brokers, latterly as a Director of Marsh Commercial. He has looked after clients in a wide range of industries with particular specialisms in the Construction and Property sectors, and to include offshore decommissioning, process control, transportation, storage, and food manufacturing. He has specific knowledge working with Captive (Protected Cell) Insurance companies. Alan is both a Fellow of the Chartered Insurance Institute [FCII], and Fellow of Risk Management in Insurance [FIRM]. He was honoured with a ‘Special Services to Insurance Award’, Belfast 2017.
View event detailsAnnual General Meeting 2025
We need you! To get down to our AGM... Your local institute council invites you to attend their 2025 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. Food will be available, provided by your local institute. The AGM is being held at: Cock Hotel, 148 Holyhead Rd, Wellington, Telford TF1 2DL Book your place today.
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Wills, LPAs & Estate Administration
An update on Wills, Lasting Powers of Attorney and Estate Administration, focusing on issues faced by financial advisers and their clients. An update on Wills, Lasting Powers of Attorney and Estate Administration, focusing on issues faced by Financial Advisers and their clients. Rebecca is an experienced solicitor dealing with all aspects of private client work from capital taxes planning and Court of Protection work, to advising private family charitable trusts to dealing with contested probate cases. She has particular interest in complex, high value and cross border estate administration where her efficiency and experience is of particular value to clients. Rebecca enjoys working with and helping all types of private clients from high-net-worth families to landed estates and entrepreneurs. Rebecca is noted as an “Associate to Watch” for the second year in Chambers & Partners High Net Worth Guide July 2021 and is chairperson of the Manchester Law Society Private Client Committee.
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Bank of England - Economic Outlook
Join us for a breakfast roll and a beverage at the Park House Hotel in Shifnal for a morning lecture from Graeme Chaplin, agent of the Bank of England, for a lecture and discussion on the UK's economic outlook.
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Annual Dinner
Your institute President, Olivia Lowe, and your local institute council invite you to the 2025 Shropshire and Mid-Wales Annual Dinner, Awards Evening and Casino. on Friday 28th February 2025 from 6.30pm.
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Pensions and Divorce - In-person CPD Event
Join us for our next in-person CPD breakfast event with Adam McGuire from Clarke Willmott Solicitors.
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CPD & Networking Event
Essential skills and networking for financial planners and general insurance professionals. Complimentary lunch included. Click through to access the booking link.
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Emotional Intelligence
In this interactive, engaging, and practical online workshop, experienced leadership coaches and personal development consultants Heidi Hunter-Cope and Thea Roberts, from Ignite Potential, will develop your knowledge and skills in relation to emotional intelligence in leadership and Golman’s six leadership styles.
View event detailsTax planning opportunities for business and corporate clients.
Presentation from Dave Harris of Octopus Investments on Business and Corporate Financial Planning Event Business relief is available to owners of a qualifying business, offering full reduction in the 40% rate of IHT. Whilst this is a fantastic benefit when owning and running a business, what happens when they hand over or look to sell? Understanding a business owner’s exit strategy well before the event, offers opportunities to look at ways to reduce tax during the owner’s working life and also ensure continuity of IHT after sale/handover.
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Business Protection and Corporate Planning Seminar
Breakfast seminar on Business Protection and Corporate Financial Planning Presented by Professor Tony Granger
View event detailsDirectors and Officers Liability in a hard market
D&O can be a difficult class of business for clients to understand and insurers/brokers to sell (especially in the current hard market). This session looks at these issues and suggests some practical solutions
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Annual Dinner 2024
Casino and Awards night! Your local institute annual dinner is being held on 23rd February 2024 at: Lion Quays Hotel and Spa - Moreton, Shropshire SY11 3EN
View event detailsLater Life Planning
With the change in demographics, and with people living longer, later-life care fees planning is now considered part of retirement planning; and likely to impact every client.
View event details5 Old School Broking Techniques
5 old school broking techniques which will still serve you and your customers well in a hard market in a digital world Hard markets can be difficult but they also offer great opportunities to brokers and insurers, who are well prepared.
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Lloyd's of London
There are a few last min spaces for our trip to Lloyd's of London on the 3rd November. Costs will be £30 per person for the Tour, with your travel and lunch costs in addition. We are travelling by train as our preferred method of transport; meeting at The Alchemist restaurant, EC3A 7BA for 12:00. The Tour is booked for 14:00 and will last approx. 2 hours. Please can you confirm if you would like to join us by 15:00 on Friday 27th October, so we can confirm with Lloyds.
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InsurED PFS & CII Education Conference 2023
Nottingham Insurance Institute's renowned InsurED Education Conference and Financial Planning Day is back for 2023 - and we're pleased to return to a face-to-face event.
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