Equipping advisers beyond the Budgets in Edinburgh

Tuesday, February 10, 4:00am - 8:00am (EST)

Join us at Downing’s IHT Roadshow: equipping advisers beyond the Budgets.

During the event we will take a deeper dive into the Budgets and their impact on estate planning to equip advisers with the tools to tackle the evolving Inheritance Tax landscape.

Hear from leading industry voices from Downing, HSBC Life and Technical Connection, as we unpack what these changes mean for you and your clients, including how you can adapt your advice to optimise outcomes.

Agenda:

9:00am - 10:00am: Arrival and networking breakfast
10:00am - 10:05am: Welcome delivered by Downing
10:05am - 10:35am: Downing | The circle of life
Examining the role of Business Relief and how it can suit a variety of client circumstances to successfully pass wealth through the generations
10:35am - 11:05am: HSBC Life | The bare necessities
The role of trusts, including how these can work as part of a wider estate planning strategy.
11:05am - 11:15am: Break
11:15am - 12:00pm: Technical Connection | A whole new world
Exploring the future of pensions and how advisers may need to adapt ahead of the April 2027 changes.
12:00pm - 12:15pm: Panel discussion with all speakers
12:15pm - 1pm: Lunch and networking opportunities

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Tuesday, February 10, 4:00am - 8:00am (EST)

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Add to Calendar2026/02/10 09:00:002026/02/10 13:00:00Europe/LondonEquipping advisers beyond the Budgets in EdinburghJoin us at Downing’s IHT Roadshow: equipping advisers beyond the Budgets.

During the event we will take a deeper dive into the Budgets and their impact on estate planning to equip advisers with the tools to tackle the evolving Inheritance Tax landscape.

Hear from leading industry voices from Downing, HSBC Life and Technical Connection, as we unpack what these changes mean for you and your clients, including how you can adapt your advice to optimise outcomes.

Agenda:

9:00am - 10:00am: Arrival and networking breakfast
10:00am - 10:05am: Welcome delivered by Downing
10:05am - 10:35am: Downing | The circle of life
Examining the role of Business Relief and how it can suit a variety of client circumstances to successfully pass wealth through the generations
10:35am - 11:05am: HSBC Life | The bare necessities
The role of trusts, including how these can work as part of a wider estate planning strategy.
11:05am - 11:15am: Break
11:15am - 12:00pm: Technical Connection | A whole new world
Exploring the future of pensions and how advisers may need to adapt ahead of the April 2027 changes.
12:00pm - 12:15pm: Panel discussion with all speakers
12:15pm - 1pm: Lunch and networking opportunities

InterContinental Edinburgh, 19 - 21 George St, Edinburgh, EH2 2PBDowningmarketing@downing.co.ukfalse1440

Confirmed

We've sent a confirmation email to your email address. Be sure to check your junk folder in case you haven't received the confirmation.

9:00am - 10:00am: Arrival and networking breakfast
10:00am - 10:05am: Welcome delivered by Downing
10:05am - 10:35am: Downing | The circle of life
Examining the role of Business Relief and how it can suit a variety of client circumstances to successfully pass wealth through the generations
10:35am - 11:05am: HSBC Life | The bare necessities
The role of trusts, including how these can work as part of a wider estate planning strategy.
11:05am - 11:15am: Break
11:15am - 12:00pm: Technical Connection | A whole new world
Exploring the future of pensions and how advisers may need to adapt ahead of the April 2027 changes.
12:00pm - 12:15pm: Panel discussion with all speakers
12:15pm - 1pm: Lunch and networking opportunities

InterContinental Edinburgh, 19 - 21 George St, Edinburgh, EH2 2PBDowningmarketing@downing.co.ukfalse1440

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InterContinental Edinburgh, 19 - 21 George St, Edinburgh, EH2 2PB

Downing, marketing@downing.co.uk