Events
Forthcoming events
Annual President's Dinner 2025
Your institute President, Olivia Lowe, and your local institute council invite you to the 2025 Shropshire and Mid-Wales Annual Dinner, Awards Evening and Casino. on Friday 28th February 2025 from 6.30pm.
Fri 28 Feb – Sat 01 Mar
Paul Sinha,
Previous events
Pensions and Divorce - In-person CPD Event
Join us for our next in-person CPD breakfast event with Adam McGuire from Clarke Willmott Solicitors.
Mon 25 Nov 9:30 am – 11:00 am
Adam McGuire, Clarke Willmott
CPD & Networking Event, Wednesday 16th October 9:30am - 3:30pm, Mercure Hotel Telford
Essential skills and networking for financial planners and general insurance professionals. Complimentary lunch included. Click through to access the booking link.
Wed 16 Oct 9:30 am – 3:30 pm
Ian Wilkinson, Perspective Financial Group Limited
Emotional Intelligence in Leadership and the Six Leadership styles
In this interactive, engaging, and practical online workshop, experienced leadership coaches and personal development consultants Heidi Hunter-Cope and Thea Roberts, from Ignite Potential, will develop your knowledge and skills in relation to emotional intelligence in leadership and Golman’s six leadership styles.
Tue 16 Jul 10:00 am – 11:30 am
Thea Roberts, Ignite Potential
Tax planning opportunities for business and corporate clients
Presentation from Dave Harris of Octopus Investments on
Business and Corporate Financial Planning Event
Business relief is available to owners of a qualifying business, offering full reduction in the 40% rate of IHT. Whilst this is a fantastic benefit when owning and running a business, what happens when they hand over or look to sell? Understanding a business owner’s exit strategy well before the event, offers opportunities to look at ways to reduce tax during the owner’s working life and also ensure continuity of IHT after sale/handover.
Wed 19 Jun 8:30 am – 10:45 am
Dave Harris, Octopus Investments
Business Protection and Corporate Financial Planning
Breakfast seminar on Business Protection and Corporate Financial Planning
Presented by Professor Tony Granger
Wed 22 May 8:15 am – 12:30 pm
Park House