Adviser event - Birmingham 10 December 2025

We're excited to be hosting an event on 10 December in Birmingham in partnership with Dentons Pensions and Beringea, manager of the ProVen VCT's and ProVen Estate Planning Service.

If you'd like to come along, please register your details below.

Here’s the agenda and outline of the sessions:

12.00: ARRIVAL AND BUFFET LUNCH

12:30: SESSIONS

William Marshall, Chief Investment Officer, HRIS, will reflect on 2025 - what a year it’s been for markets! What's happened, what's changed, and what's next.

Stephen McPhillips, Technical Sales Director, Dentons Pensions, will re-visit the subject of the proposed changes from April 2027, in light of the Government’s response to the IHT Consultation and issuance of the draft legislation to bring these changes into effect. He will look at aspects such as funding the payment of IHT bills and the options available, all in the context of self-invested pensions.

Chris Carlson, Solar Expert, representing Beringea will discuss opportunities in the UK solar market for IHT planning. He'll provide a deep dive into the UK solar landscape and share his perspective on investment opportunities within the IHT sector. 

14:00- 15:00: CHRISTMAS DRINKS

VENUE: HYMANS ROBERTSON OFFICE, 45 CHURCH STREET, BIRMINGHAM, B3 2RT

This event will qualify for 90 minutes of CPD and you'll receive a certificate of attendance after the event has taken place