Upcoming Events
Empowering Professionals - Upcoming Events and Seminars
Explore a variety of events tailored for professionals — from educational seminars to social gatherings designed for networking.
At Informed Financial Planning, we believe in fostering a community of knowledge-sharing. Uncover opportunities to expand your expertise, engage in meaningful connections, and stay abreast of industry trends.
Elevate your knowledge with our seminars, crafted to resonate with your profession. Want more? Contact us to arrange a bespoke session at your office.
Next Event: Protecting Your Clients’ Legacy: Expert Advice on Inheritance Tax Planning with Josh Richardson MLaw (Hons)
Chartered Financial Planner & Managing Director, Josh Richardson, will provide an in-depth analysis of the new rules around inheritance tax (IHT), since the Autumn Budget. Come along and discover some valuable information to help your clients!
Upcoming Events
- 12 Feb 2025
Wealth Management Workshop – Building & Protecting your Money (February)
Looking to manage your wealth effectively? Informed Financial Planning invites you to an exclusive event, tailored for individuals who have accumulated wealth and seek clarity regarding their often-complex financial situation.
- 13 Aug 2025
Wealth Management Workshop – Building & Protecting your Money (August)
Looking to manage your wealth effectively? Informed Financial Planning invites you to an exclusive event, tailored for individuals who have accumulated wealth and seek clarity regarding their often-complex financial situation.
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