Events
Adviser event in Birmingham
10 June 2026
2 minutes
Join our adviser event on 10 June in partnership with Dentons Pensions.
Here's a closer look at what we'll be discussing on the day.
Investment portfolios: The benefits of long-term investing
William Marshall, Chief Investment Officer at HRIS will discuss what’s next for investment markets, what this means for investment portfolios and how we can support advisers in their market-related conversations with their clients.
The current state of play with pensions and IHT
Dentons’ Technical Sales Director, Steve McPhillips, will provide an assessment of how things are looking 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 cover aspects such as options for payment of IHT on pensions, potential impacts on investments such as commercial property and finding liquidity within self-invested pension schemes.
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: 10 June 2026
Location: Hymans Robertson Birmingham Office, 45 Church Street, Birmingham, B3 2RT
Agenda:
12.30 - Arrival & buffet lunch
13.00 - Sessions
14.30 - Rooftop drinks