Latest news
& updates
New Price List 1 March 2025
The New Solidus Price List will be active from 1 March 2025 and is now available in the Knowledge centre
Read moreSolidus Conference 2025
The next Solidus Conference will be held on 27 February 2025 at The Congress Centre in London This in-person event is ideal for both Advisers and support teams. Full details on our leading Speakers will be provided to you in due course. As always, a lot of our tickets were pre-booked at last year’s conference; it is sure to be a highly anticipated event. Tickets are available at a cost of £175+VAT each.To reserve your ticket please email:- [email protected]
Read moreBudget 2024 Estate Planning Opportunities
https://www.youtube.com/embed/MtwRrXElbjM?si=hsgwaUeAeGJsdFzM
Read moreExcepted Estates Flowchart
Is an IHT 400 required for probate for deaths on or after 01/01/2022
Read moreTrust Fulfilment for deceased clients 2
Trust Fulfilment for Deceased Clients 2 The link to the first webinar presented by Malcolm Noblett is :- https://www.youtube.com/embed/uUHSpASoqh8?si=yfCSd8gHxKXlLwQI
Read moreTrust Fulfilment for Deceased Clients
Trust Fulfilment for Deceased Clients The link to the first webinar presented by Malcolm Noblett is :- https://www.youtube.com/embed/WAzw0oSVYF8?si=8l4SgCv98BbvbjBy
Read moreOnline Estate Planning Training Modules
NEW Online Estate Planning Training Modules Solidus have developed a new range of online training modules for advisers and support staff in order to facilitate greater understanding, technical competence and development ideas. Online so you can take the modules at your own pace. Starts with Core Modules to get you up and going quickly so you can provide key client solutions. You can progress to master estate planning Modules as your confidence grows. Each Module is completed with a quiz. Certification and CPD points are available as a Core Estate Planner or Master Estate Planner. Real time webinars support the […]
Read moreOpportunities resulting from The Consumer Duty
Opportunities resulting from The Consumer Duty WeI like to keep my eye on developments within the profession. Rightly or wrongly the current hottest topic in town seems to be The Consumer Duty requirements. No doubt many of you are frantically working on complying with the legislation due to come into effect at the end of July. Much of what is contained within the legislation most of you are already doing, however the regulator now requires your process to be documented. Most of the focus for planning firms up to now has been on their advice service […]
Read more
