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Forthcoming events

All forthcoming events

Mergers & Acquisitions: Key Insurance Issues

  • Wed 01 May 12:00 pm – 1:00 pm
  • Online

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

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CPD Session - Policy Terms & Conditions: Conditions and Conditions Precedent

  • Fri 10 May 12:00 pm – 1:00 pm
  • Online

The increase in use of conditions and conditions precedent in some areas of the market may suggest an attempt by insurers to return to the days before the Insurance Act, when breaches automatically resulted in policy avoidance. How can you recognise such conditions and what can be done about them?

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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 3 of 10, Tuesday 4th June 2024

  • Tue 04 Jun 10:00 am – 4:00 pm

STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 3 : Will Trusts.

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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 4 of 10, Wednesday 5th June 2024

  • Wed 05 Jun 10:00 am – 4:00 pm

STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 4 : The Nil Rate Band and Residential Nil Rate Band.

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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 5 of 10, Tuesday 9th July 2024

  • Tue 09 Jul 10:00 am – 4:00 pm

STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 5 : Post Death Matters & Trusts Used in Financial Services.

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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 6 of 10, Wednesday 10th July 2024

  • Wed 10 Jul 10:00 am – 4:00 pm

STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 6 : Trust Taxation.

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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 7 of 10, Tuesday 27th August 2024

  • Tue 27 Aug 10:00 am – 4:00 pm

STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 7 : Trustee Duties & Incapacitated Client.

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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 8 of 10, Wednesday 28th August 2024

  • Wed 28 Aug 10:00 am – 4:00 pm

STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 8 : Philanthropic Client.

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Southampton Annual Dinner

  • Fri 27 Sep. 6:30 pm
  • Novotel Southampton

SAVE THE DATE INSURANCE INSTITUTE OF SOUTHAMPTON ANNUAL DINNER 📅 Date: Friday 27th September 2024 ⏰ Time: 6:30pm till 12:00pm 📍 Location: Novotel Southampton

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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 9 of 10, Tuesday 29th October 2024

  • Tue 29 Oct 10:00 am – 4:00 pm

STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 9 : Revision & Exam Technique.

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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 10 of 10, Wednesday 30th October 2024

  • Tue 29 Oct 10:00 am – 4:00 pm

STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 10 : Revision & Exam Technique.

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