We're back on the road!
Six locations. Fresh insights. Meaningful conversations.
Stay ahead of the next wave of retirement planning changes.
Amid the current freeze on allowances, exemptions and tax bands, there are also big changes coming from April 2027. Reduced cash ISA allowances for under 65s as well as most pension funds being included in the IHT estate mean now’s the time to review client retirement strategies, identify opportunities and help assess potential tax implications.
Join us for practical insight into these developments, led by Andrew Tully's team of technical experts, widely recognised across our industry for their expertise in pensions, retirement and tax planning.
Together, we'll explore these changes, helping you understand what’s changing and the opportunities this creates.
Why should I attend?
- Gain insight into the latest upcoming developments including ISA and IHT changes affecting you and your clients.
- Access to practical technical and investment insights from our experts, with the opportunity to get your questions answered directly by our technical team.
- Claim CPD hours towards the CII CPD scheme.
- Connect with peers and the Nucleus team in your local area.
Whether you're looking to stay ahead of regulatory change, sharpen your technical knowledge or identify new planning opportunities for clients, you'll leave with practical insights you can put into action.
Dates and Locations
- Wednesday 30 September - Birmingham
- Thursday 8 October - Southampton
- Tuesday 20 October - Glasgow
- Wednesday 4 November - London
- Tuesday 10 November - Manchester
- Thursday 12 November - York

Individuals participating in this event can claim up to two hours of CPD towards the CII CPD scheme.

