Events
Birmingham adviser event
09 December 2026
2 minutes
Join our adviser event on 9 December in partnership with Dentons Pensions.
Here's a closer look at what we'll be discussing on the day.
From cash to confidence
William Marshall, Chief Investment Officer at HRIS, will share the latest market views and explore how advisers can convert untapped household wealth into long-term investment by addressing the barriers and behaviours that keep clients in cash. Advisers will leave the session with practical recommendations for shifting reluctant clients from inertia to action, and a clearer framework for the conversations that turn cash savers into confident long-term investors.
Pensions and IHT; some practicalities
Dentons’ Technical Sales Director, Steve McPhillips, will provide an overview of the questions most frequently asked of him in relation to bringing pensions within scope of Inheritance Tax (IHT) from April 2027, in light of the passing into law of Finance Act 2026. He will look at practical matters such as Withholding Notices, amongst other things.
This event will qualify for 90 minutes of CPD and you'll receive a certificate of attendance after the event has taken place.
Event details
Date: 9 December 2026
Location: Hymans Robertson Office, 45 Church Street, Birmingham, B3 2RT
Agenda:
11.00 - Arrival with tea/coffee
11.30 - Sessions
13.00 - Lunch & drinks
14.30 - Close