Events
Adviser event in Edinburgh
11 June 2026
2 minutes
Join us on 11 June in partnership with Pillar Client Services and PXN Investments.
Session topics
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 CP26/10 trap: rebuilding the sub-threshold client review without crossing the advice boundary
CP26/10 sounds like less work. It isn't. The FCA scrapping prescriptive annual review requirements doesn't free firms; it transfers the design problem to the principal. Brian McLaughlin, Co-founder at Pillar Client Services will set out the three things every IFA principal will be doing differently within 12 months, the real cost of running sub-threshold reviews in-house, and a working model for branded review delivery that stays the right side of the advice boundary.
IHT & tax planning update
This session will explore the evolving Inheritance Tax (IHT) planning landscape, including how recent changes are reshaping adviser approaches. Alistair Lewis at PXN Group will cover developments in the Business Relief market, take a closer look at the Praetura IHT Service, and walk through practical client scenarios. We’ll also consider whether Venture Capital Trusts and Enterprise Investment Schemes are set to play a broader role in tax planning strategies.
This event will qualify for 90 minutes of CPD and you'll receive a certificate of attendance after the event has taken place.
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: 11 June 2026
Location: Hymans Robertson Edinburgh Office, 30 Semple Street, Edinburgh, EH3 8BL
Agenda:
09.00 - Arrival & breakfast
09.30 - Sessions
11.00 - Coffee & networking