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 26th November 2026 | 9:00 am – 10:30 am
Location
The Beverley Arms Hotel, 25 N Bar Within, Beverley, HU17 8DD
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 you and your family. Following a welcome and refreshments, Josh and Joe will explain the key changes in straightforward terms, helping you understand what the new rules could mean for your pension and the wealth you may ultimately wish to pass on to your loved ones.
Over a delicious breakfast, the session will explore the potential consequences of taking no action, as well as the planning options available to help you make informed decisions about your pension and wider estate. Josh and Joe will also look at why reviewing your existing arrangements sooner rather than later could be important, particularly where you have built up significant pension wealth or are considering passing wealth to the next generation.
Designed to be informative and easy to understand, this seminar will give you a clearer picture of the changes and the potential steps you could take to ensure your financial plans continue to reflect your wishes and objectives.
This event is open to members of the public and is particularly relevant to those with significant pension savings, wider investments or assets they intend to pass on to family.
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.
