South Wales Regional Conference

9 o'clock registration for 9:30 start

Lunch provided

We invite you to join us for the next South Wales regional conference, bringing together a range of expert speakers to deliver engaging and valuable CPD across a variety of topical areas. The programme will explore the use of trusts in effective financial planning, practical solutions to inheritance tax, and the latest market and economic developments, alongside other key issues relevant to today’s financial planning profession.

With a varied programme designed to provide both technical insight and practical takeaways, the conference offers an excellent opportunity to enhance your knowledge, support your ongoing CPD and connect with fellow members across the South Wales region.

Sessions

Market Update - LGT Wealth Management

Estate Planning in a Changing World - Standard Life

Workplace Pensions: Insights & Opportunities - Royal London

Investment Bonds - Transact

The Cost of Doing Nothing: Understanding Inheritance Tax & Business Relief - Downing

Knowing your Number: The Value of Planning for Business Owners - Aviva

Learning Objectives

LGT Wealth Management - Market Update

• Regime change: from era of efficiency to era of resilience
• AI or AI – what’s driving markets? 
• Why long-end yields keep rising

Standard Life - Estate Planning in a Changing World

• Understand the evolving tax landscape shaping estate and retirement planning
• Identify the importance of an effective estate planning strategy designed to meet client objectives
• Improve client outcomes and strengthen relationships, demonstrating the value of advice

Royal London - Workplace Pensions: Insights & Opportunities

• Identify the features of different workplace pension arrangements
• Demonstrate the benefit of salary sacrifice in workplace pensions
• Identify ways to add value to workplace pension schemes

Transact - Investment Bonds

• What is an investment bond
• Onshore and Offshore bonds
• Chargeable events and gains
• Bonds in trust

Downing - The Cost of Doing Nothing: Understanding Inheritance Tax & Business Relief

• Identify the key components of an individual’s estate for Inheritance Tax purposes and explain how the Nil Rate Band and Residence Nil Rate Band can affect an estates’ potential tax liability.
• Evaluate the impact of recent and upcoming changes to the IHT regime, including the planned inclusion of pension assets from April 2027, and assess the implications for estate planning strategies.
• Apply Business Relief concepts to client scenarios and evaluate the potential impact on Inheritance Tax liabilities and intergenerational wealth transfer.

Aviva - Knowing your Number: The Value of Planning for Business Owners

• Understand how cash flow modelling can help business owners define their ‘Exit Number’ and financial freedom goals. 
• Explore pre-sale planning strategies, including profit extraction, diversification, risk mitigation and reducing dependence on the business. 
• Review post-sale planning strategies, including decumulation and intergenerational wealth planning.