Our Spring Roadshows will support advisers with timely tax planning strategies ahead of the 2025/26 year-end. With April fast approaching, this is a vital opportunity to help clients shield their wealth from increasing tax pressures and stay ahead of recent and anticipated changes.

The government faces tough choices if it is to meet its own self-imposed fiscal rules to reduce debt by 2030.

We’ll cover essential updates and practical strategies across income tax, capital gains, inheritance tax and the rising importance of trust and estate planning, backed by real-world insights from expert speakers.

AI is playing an ever-greater role in financial advice, we’ll also explore how forward-thinking firms are leveraging technology to streamline admin, strengthen compliance, and deliver more personalised client outcomes.

Join us for technically rich, forward-looking sessions designed to help you confidently guide clients through today’s complex tax and technology landscape.

We are putting the finishing touches to a brilliant programme of sessions and speakers, which will be unveiled in the coming weeks. Keep an eye on the PFS newsletter on Tuesdays and follow the PFS on LinkedIn for further announcements.