XCHANGE Divorce, Death and Tax: effective planning for life's key events

Welcome to the third and final series of in-person events within the 2024 XCHANGE programme.

Join us at one of four locations across the UK for a deep dive into two of life's key events: divorce and death. You will gain essential guidance on current trends around the tax implications of divorce and death, ensuring you can provide expert guidance when it's needed most. Alongside this, we'll equip you with fresh thinking on how best to communicate this effectively - ensuring you can build and maintain stronger relationships with your clients.

At all XCHANGE events you can expect a multi-stream format which offers a choice of content for everyone across the financial planning community - from advisers and paraplanners to compliance specialists and those in back-office roles. Come and experience technical masterclasses, balanced with skills development, career pathway workshops and interactive good practice development sessions.

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