Events
Forthcoming events
Annual General Meeting 2024 & Talk on AI provided by Jeff Heasman
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.
Thu 25 Apr 12:00 pm – 2:00 pm
Holiday Inn - Eastleigh
Mergers & Acquisitions: Key Insurance Issues
This CPD session looks at some of the insurance issues faced during a client merger or acquisition and explores some of the insurance solutions available
Wed 01 May 12:00 pm – 1:00 pm
Online
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course.
Day 3 : Will Trusts.
Tue 04 Jun 10:00 am – 4:00 pm
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course.
Day 4 : The Nil Rate Band and Residential Nil Rate Band.
Wed 05 Jun 10:00 am – 4:00 pm
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course.
Day 5 : Post Death Matters & Trusts Used in Financial Services.
Tue 09 Jul 10:00 am – 4:00 pm
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course.
Day 6 : Trust Taxation.
Wed 10 Jul 10:00 am – 4:00 pm
Previous events
Quiz Night
Get ready to test your knowledge, flex your brain muscles, and the chance to catch up with other members.
From trivia titans to casual quizzers, there's something for everyone.
Thu 18 Apr 7:00 pm – 11:00 pm
Romsey Golf Club
Kent 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.
Tue 16 Apr 8:45 am – 4:00 pm
Kent Showground, Events Centre, The Clive Emson Building, Maidstone
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course.
Day 2: Inheritance Tax.
Wed 10 Apr 10:00 am – 4:00 pm
CPD Session: Optimum Performance & Productivity with Nick Thomas
This session looks at how we can optimise our productivity and performance at work. We examine the modern challenges to effective productivity, and how the remote or hybrid work environment has only emphasised the need for professionals to take control of their own motivation, focus, and execution. The session will show you how only an integrated approach can support sustainable performance over time, how to ‘get into the zone’ for peak performance in the moment, and the surprising truth about what really motivates us.
Tue 09 Apr 12:00 pm – 1:00 pm
Online
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course.
Day 1: Wills/Intestacy & Introduction to Trusts
Tue 09 Apr 10:00 am – 4:00 pm
Power of Questions Webinar
Asking the right questions of ourselves, as much as of others, is one of the keys to success in our business and personal lives.
This virtual training programme helps us to understand why questions are so important and how powerful they can be in leading us to the outcomes we want to achieve.
Thu 28 Mar 12:00 pm – 1:00 pm
Online