Name: South Wales Regional Conference
Start: 2026-09-08T09:00:00Z
End: 2026-09-08T14:30:00Z
Location: Hensol Castle

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.

Speakers

Market Update - LGT Vestra

Inheritance Tax and Trusts - Standard Life

Onshore vs Offshore Bonds - Transact

Business Relief - Downing

Workplace Pensions - Insights & Opportunites - Royal London

More speakers to be announced

Learning Objectives - coming soon

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements. 3 1/2 hours CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/learning/cpd/.

South Wales Regional Conference

Venue

CII Accredited

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