Manchester | 14 September

IFA_web _banner _N_ENG_Region _500X480PX (7)

Join Robin Murray, your IFA Regional Ambassador, for a not-to-be-missed CPD event in Manchester - held the evening before Accountex North, making it the perfect way to kick off your visit. It's a great opportunity to sharpen your professional knowledge while connecting with fellow members and industry peers.

We're joined by IFA Board Director Ian Hornsey and Tim Pinkney, IFA Director of Professional Standards, for a session on the latest AML regulatory developments and practical compliance strategies you can apply straight away.

Paul Rigby from Vantage Fee Protect follows with a timely HMRC update and insight into how fee protection can safeguard your practice.

Rounding out the evening, Andrew Goulter, Wealth Management Consultant at Mattioli Woods, presents Protect. Grow. Preserve — a strategy session on navigating today's shifting market conditions, covering:

  • Inheritance Tax Planning in a Changing Landscape — With frozen thresholds and the proposed inclusion of pension assets in estates from 2027, clients need IHT strategies now, not later.
  • Protection Gaps: Life, Income & Business — Identifying where clients — particularly business owners — are underinsured relative to their net worth and liabilities.
  • Tax-Efficient Wrappers & Vehicles — The role of all the different wealth structures in building a tax-efficient wealth structure from beginning to end.
  • Are annuities back in vogue? – An older piece of planning is becoming more relevant in the current market.
  • Pensions are still relevant — Making the most of annual allowances and carry forward opportunities before further legislative changes reduce flexibility.
  • Investment risk – Understanding that not all risks are made equal.

Register Now Button

Places are limited and this event is expected to fill up quickly given the strength of the speaker line-up.
Reserve your spot now to avoid missing out.

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: Monday 14 September 2026
  • Time: 18:00 – 20:00hrs (arrival 17:30hrs onwards)
  • 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

Xeinadin
100 Barbirolli Square,
Manchester,
M2 3BD

We look forward to seeing you.