Following two successful Best Practice events already this year, we are delighted to share details with you of our next Best Practice event in May. As always, this event has been tailored to meet your CPD requirements and will offer valuable insights into current regulations as well as upcoming changes within the industry.
So, what do we have planned for the May Best Practice Event?
We will have two sessions from Graeme Stewart, Head of Consultancy, beginning with an overview of the key compliance updates Paradigm has issued since our Best Practice event in March.
In our second focused session, and based on a topical issue highlighted via your previous Best Practice feedback, we will be taking a timely look at good practice and areas for improvement in relation to Consumer Duty Reporting and Client Understanding.
For this event, we will also be joined by ...
Jenny Hunt, Head of Strategic Partnerships at Puma Investments, who will explore the practical impact of upcoming changes to Inheritance Tax from April 2027, when most unused pension funds and death benefits will fall within scope for IHT, making pensions a key consideration in estate planning. Covering new reliefs such as the £2.5 million Business Property Relief allowance, evolving thresholds, and planning opportunities, Jenny will use real-world scenarios to highlight strategies for managing IHT exposure while balancing clients’ income needs and long-term objectives. This session aims to provide clear, actionable steps to support effective client conversations.
