Setting the scene
Informed Financial Planning are delighted to host a number of seminars for local professionals in 2026. Professionals in all capacities can attend these free sessions, which run every quarter and include guest speakers. The topics are chosen by you, for you.
Want to learn something new to share with your clients? Sign up via the link below to register your spot!
Date & Time
Thursday 8th October 2026 | 8:30 am – 10:00 am
Location
Informed Financial Planning, 8 Waterside Park, Hessle, HU13 0EG
Event Description
Chartered Financial Planners, Josh Richardson and Joe Sanders, will deliver an informative seminar exploring the significant changes to the Inheritance Tax treatment of pensions and what these developments could mean for clients and their families. Following networking with likeminded professionals over coffee and breakfast, Josh and Joe will guide you through the key changes, the potential implications and the planning considerations professionals should be aware of.
The session will examine the new pension Inheritance Tax rules, including the risks associated with taking no action and the potential impact on clients’ estates. Attendees will gain insight into the planning options available, how different approaches may affect clients and where proactive advice could help mitigate potential Inheritance Tax liabilities.
Designed to be practical and engaging, this seminar will equip you with the knowledge and confidence to recognise potential planning opportunities and have more informed conversations with your clients around pensions, Inheritance Tax and intergenerational wealth.
This event is for professionals in the legal, financial and insurance sectors only.
Not a professional but interested in attending? We are also hosting an event specifically for members of the public, please register via this page.
Learning Outcomes
- Understand the new pension Inheritance Tax changes
- Recognise the potential risk of taking no action
- Explore potential planning options
Speaker Details
Josh Richardson MLaw (Hons) FPFS, Chartered Financial Planner and Managing Director, brings 11 years of financial expertise. Achieving Chartered status in 2018, he specialises in Retirement and Estate Planning and is passionate about the education of financial services.
Joe Sanders BA (Hons) FPFS, Chartered Financial Planner and Executive Director, brings 15 years of financial expertise. Achieving Chartered status in 2016, he specialises in pensions, inheritance tax planning, and investment advice. Joe is also an Executive Director and an active member of the Board at Informed Financial Planning.
Register Here:
Please note, this form allows booking for one space at a time. If more than one person wishes to attend, each individual must register separately.
