Next Gen Advisers - Trusts, Networking and Pizza

Join us for an engaging and practical CPD session exploring how trusts fit into modern estate planning followed by relaxed networking over pizza and drinks. This event brings together the next generation of advisers from across the East Midlands to strengthen technical understanding, share experiences, and build connections with peers at a similar stage in their professional journey.

Our speaker will break down the essentials of will trusts, common gaps in estate plans, and how recent pension changes influence inheritance tax planning. Whether you’re advising already or building towards advice, you’ll gain practical insights you can apply in real conversations with clients. After the talk, stay for an informal networking session; meet others, exchange ideas, and help shape future Next Gen Connect events.

Event Agenda – 13th March 2026:

12:15 – Arrival & Registration Guests arrive, check in, and have time to settle before the session begins.

12:30 – Welcome & Introductions Overview of the event, introduction to the Personal Finance Society Local Society, and how members can get involved.

12:40 – Trusts & Estate Planning Session Guest speaker presentation covering will trusts, estate planning essentials, common gaps, and the interaction with pensions and IHT.

13:20 – 15:00 – Pizza & Networking Informal networking session over food and drinks. An opportunity to meet peers, share experiences, and build connections.