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Bristol Chartered Connections Event

Personal Finance Society

Thursday, 20 October 2016 from 08:00 to 09:30 (BST)

Bristol Chartered Connections Event

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Type End Quantity
Chartered Financial Planner 20 Oct 2016 Free  

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Event Details


I am delighted to invite you to a Chartered Connections breakfast in our region. Please join us for:

"Update on the use of trusts and next steps after chartered - an introduction to STEP and SOLLA"
Thursday 20th October

This event will seek to:

  • Update you on the use of trusts
  • Provide an insight in to the qualifications available via STEP and SOLLA to enhance your specialisations


8:00am - 8:15am Registration and breakfast

8:15am - 8:40am Presentation 1 - James Radcliddw from Michelmore will provide a session on: 

  • Will trusts and the new residential nil rate band
  • Funding life time trusts
  • The taxation of trusts 

8:40am - 9:05am Presentation 2  - Sarah Hargreaves from Michelmores to discuss STEP 

9.05am - 9.30am Presentation 3 - Dave Robinson to discuss SOLLA

9.30am - Networking and close




Do you have questions about Bristol Chartered Connections Event? Contact Personal Finance Society

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When & Where

Broad Quay House
Broad Quay
BS1 4DJ Bristol
United Kingdom

Thursday, 20 October 2016 from 08:00 to 09:30 (BST)

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Personal Finance Society

Our mission is to lead the financial planning community towards higher levels of professionalism, exhibited through ethical and behavioural standards, skill and technical knowledge to the ultimate benefit of the profession and the consumer alike.

The Personal Finance Society is a not-for-profit organisation with member-led governance.

Personal Finance Society website

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Bristol Chartered Connections Event
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