Leeds | 22 October

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Join Robin Murray, your IFA Regional Ambassador, for the next Northern England Regional Event in Leeds.

This event offers a valuable opportunity to continue your professional development, gain practical insight and connect with fellow IFA members and industry peers.

We are pleased to be joined by Mattioli Woods, who will deliver:

Protect. Grow. Preserve – Strategies for navigating changing market conditions

The session will cover:

  • Inheritance Tax Planning in a Changing Landscape – With frozen thresholds and proposed changes to pension assets from 2027, clients need to consider IHT planning sooner rather than later.
  • Protection Gaps: Life, Income & Business – Identifying where clients, particularly business owners, may be underinsured relative to their net worth and liabilities.
  • Tax-Efficient Wrappers & Vehicles – Exploring the role of different wealth structures in building an effective tax-efficient strategy.
  • Are annuities back in vogue? – Why this more traditional planning option is becoming increasingly relevant in the current market.
  • Pensions are still relevant – Making the most of annual allowances and carry forward opportunities before future legislative changes reduce flexibility.
  • Investment risk – Understanding the different types of risk clients may face.

We are also pleased to welcome Steve Leech from The Cyber Resilience Centre Network, who will deliver:

Fully Funded Cyber Support for IFA Members: What’s available and how to access it

This practical session will explore the fully funded cyber support available to IFA members through The Cyber Resilience Centre Network, in partnership with the Institute of Financial Accountants.

With accountants increasingly targeted by cyber criminals, the session will provide a jargon-free overview of the current threats facing firms and the free tools, resources and funded cyber resilience services available to help protect your organisation.

The session will cover:

  • Why accountants are being targeted by cyber criminals, including real-world examples
  • How to improve protection against common scams and vulnerabilities
  • An introduction to The Cyber Resilience Centre Network
  • The fully funded tools, resources and cyber resilience services available to IFA members
  • How to access the support and take your first steps towards improving cyber resilience

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This in-person event will also include:

  • A welcome and update from IFA, including introductions to new and existing members.
  • A short business-focused presentation.
  • An opportunity to refresh your knowledge, gain industry insight and earn 2 CPD hours.
  • Dedicated time for networking with members and professional contacts.

The meeting is open to non-members, and we encourage you to bring colleagues or professional contacts who may benefit from attending.

Attendance in person is mandatory for CPD accreditation. If, for any reason, you are unable to attend, we kindly ask that you do not register for this event.

 Event details

  • Date: Thursday 22 October 2026
  • Time: 18:00 – 20:00hrs (17:30hrs onwards arrival)
  • Delivery: In-person, UK
  • Cost: Free of charge
  • CPD hours: 2
  • Refreshments: Complimentary refreshments will be provided. Please register in advance so we can cater appropriately.

Venue

Village Hotel Leeds South 
Capitol Boulevard West, Tingley, Leeds,
Morley, LS27 0TS

Travel information

Car

  • Exit the M62 at Junction 28 and follow the signs towards the A650.
  • The hotel is located a short drive from the roundabout (sign posts to the hotel can be found from there).
  • Parking is available on-site.

 Bus 

  • There are a number of buses that serve the area. The nearest bus stops are; Topcliffe Lane/Glendale Estate and Rein Rd/Tingley Crescent (approx. 8 minutes walk from the hotel).
  • Take the bus number 202 towards Tingley Roundabout from Leeds station (approx. 30-50 minutes journey time).

 Train 

  • The nearest station is Morley Railway Station. Take either bus number 47 or 425 towards the hotel.
  • You may take the train to Leeds railway station and take the bus number 202 towards Tingley Roundabout.
  • Alternatively, a taxi can be taken from either station.

 We look forward to seeing you.