Workshops

To book a place on a workshop, please email sonya@siep.co.uk

Workshop Overview Date/s Venue Cost
Solidus Annual Conference The Solidus Conference has grown into a highly-respected event for our Licensees, delivering informed, practical advice from highly-rated speakers. If you want to confirm attendance email sonya@siep.co.uk to reserve your place. Last year we welcomed a record number of licensees, so please book early to take advantage of the early bird offer to avoid disappointment. We are looking to limit the numbers to 170 attendees. Full details will be released over the next few months. Monday 6 November ICC, Birmingham £170 + VAT
Trust Solutions Workshop This workshop is aimed at new advisers as well as paraplanners and support staff. We will provide a technical introduction to our main client estate planning solutions. 13 September Welwyn, Hertfordshire No charge
Quickstart programme From 2017 the significance of Trusts for estate planning will be even more important, particularly with the introduction of the Residential Nil Rate Band Tax Allowance. The three stage programme will assist new Licensees as well as Licensees who have found it hard to find the time to get started with Trust planning. Note: Attendees must attend all three sessions. For more details click here 7 Sept
11 Oct
22 Nov
Thame, Oxfordshire £300 plus VAT for two people
Administrator Training This workshop is aimed at administration and support staff within your organisation, and is free to attend. As well as a brief technical introduction to our main client estate planning solutions, we will primarily focus on the process of working with Solidus, including time-scales and completing the application forms. 14 Sept Welwyn, Hertfordshire No charge
Business and Property This workshop is aimed at experienced Licensees who have already marketed both financial and estate planning solutions to clients. It focuses on the detailed and valuable areas of business planning and various aspects of property planning. 4 Oct Welwyn, Hertfordshire No charge
Large Value Estate Planning This workshop is aimed at the experienced Licensees who have already marketed both financial and estate planning solutions to the clients. It focuses on the nuances of Large Estate Planning. 6 Sept Welwyn, Hertfordshire No charge
Running an External Workshop This workshop is for Licensees who wish to make the financial and strategic commitment to seminar marketing. It will cover all aspects of running a seminar programme such as the presentation, budgeting, venue selection and marketing for attendees including where to obtain mailing lists and templates for cold mailing. For more information click here 28-29 September Thame, Oxfordshire £930 plus VAT for two people

Additional dates may be added for some workshops as demand requires; dates may be subject to change.