Equipping advisers beyond the Budgets in Bath

Thursday, February 5, 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 - 10:50am:Technical Connection | A whole new world
Exploring the future of pensions and how advisers may need to adapt ahead of the April 2027 changes.
10:50am - 11am:Break
11am - 11:30am:HSBC Life | The bare necessities
The role of trusts, including how these can work as part of a wider estate planning strategy.
11:30am - 12pm: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
12:00pm - 12:15pm: Panel discussion with all speakers
12:15pm - 1pm: Lunch and networking opportunities

Time shown in -04:00 America, New York

Link:

Thursday, February 5, 4:00am - 8:00am (EST)

Please fill out the information below to register for the event.

Goingdone
Maybequestion_mark
Can't Goclear

First Name

Last Name

Company

Phone Number

Dietary Requirements

Confirmed

A confirmation email is on its way. Check your spam folder if it doesn't show up.

Add to Calendar 2026/02/05 09:00:00 2026/02/05 13:00:00 Europe/London Equipping advisers beyond the Budgets in Bath 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 - 10:50am:Technical Connection | A whole new world
Exploring the future of pensions and how advisers may need to adapt ahead of the April 2027 changes.
10:50am - 11am:Break
11am - 11:30am:HSBC Life | The bare necessities
The role of trusts, including how these can work as part of a wider estate planning strategy.
11:30am - 12pm: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
12:00pm - 12:15pm: Panel discussion with all speakers
12:15pm - 1pm: Lunch and networking opportunities

Bath Racecourse, Lansdown, Bath, BA1 9BU Downing marketing@downing.co.uk false 1440

Response submitted

A confirmation email is on its way. Check your spam folder if it doesn't show up.

9:00am - 10:00am: Arrival and networking breakfast
10:00am - 10:05am: Welcome delivered by Downing
10:05am - 10:50am:Technical Connection | A whole new world
Exploring the future of pensions and how advisers may need to adapt ahead of the April 2027 changes.
10:50am - 11am:Break
11am - 11:30am:HSBC Life | The bare necessities
The role of trusts, including how these can work as part of a wider estate planning strategy.
11:30am - 12pm: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
12:00pm - 12:15pm: Panel discussion with all speakers
12:15pm - 1pm: Lunch and networking opportunities

Bath Racecourse, Lansdown, Bath, BA1 9BU Downing marketing@downing.co.uk false 1440

Response submitted

Thanks for letting us know.

Limited seats left

Bath Racecourse, Lansdown, Bath, BA1 9BU

Downing, marketing@downing.co.uk