Glasgow | 22 October

Join Shaima Mol Thassim Naseena, your IFA Regional Ambassador, for the last Scotland (Glasgow) regional meeting for this year. This final event offers you a chance to connect, re-visit, learn and network with your fellow peers before we break for the festive period.  

We are also pleased to be joined by Mattioli Woods who will deliver a talk on; Protect. Grow. Preserve – Strategy for everyone to navigate the changing market circumstances 

• 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.

We are also pleased to be joined by Stephanie Moyes from TSF Finance, who will deliver: 

TSF Finance – An Introduction to Using a Broker

Access to finance remains one of the biggest challenges facing UK businesses, and accountants are often the first and most trusted point of contact when a client needs funding.

This session will demystify commercial finance broking, including what a broker does, the funding options available and how brokers can work alongside accountants without disrupting the client relationship.

With sole traders and partnerships making up a significant proportion of UK businesses, the session will be particularly relevant to practices supporting owner-managed businesses.

This session will cover:

• What a commercial finance broker is and how they differ from a bank or lender
• The main commercial finance products available, including invoice finance, commercial mortgages, asset finance and refinancing, bridging loans, VAT loans and unsecured loans
• The specific funding challenges facing sole traders and partnerships, and how broker expertise can help overcome them
• How the broker relationship works in practice, from initial introduction through to completed funding
• How accountants can retain visibility and remain the trusted adviser throughout the process
• The practical benefits to your practice, including time savings, stronger client conversations and reducing the risk of unsuitable funding outcomes
• Current UK lending market trends affecting client funding decisions
• Real-life case studies demonstrating funding outcomes across different business types and facility sizes
• How the no-cost referral model works, with no fee to the accountant or client

Event details 

• Date: Thursday 22 October 2026
• Time: 17:30 – 19:30hrs
• 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

FRP Advisory offices
Level 2, The Beacon, 176 St Vincent Street
Glasgow
G2 5SG

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. 

We look forward to seeing you.