# Event Details

- **Event Name**: Complex Client Planning Seminar: Pension, Profit & Legacy Strategies
- **Event Start and End Date**: Thu, 21 May, 2026 at 09:00 am – Thu, 21 May, 2026 at 10:30 am (+01:00)
- **Event Description**: In-person seminar for accountants on complex client planning, covering pension legislation, profit extraction and long-term planningAbout this EventJoin us for a practical, CPD-qualifying in-person seminar designed specifically for accountants supporting clients with complex planning needs.This focused session explores the growing overlap between financial planning and tax, with particular attention to recent pension legislation updates and the real-world challenges faced by SME clients and their advisers.We’ll highlight common issues affecting directors, including pension funding decisions, profit extraction strategies and gaps in long-term planning. The session will also demonstrate how regulated advice can complement your role without disrupting your client relationships.This seminar will provide actionable insights you can apply immediately in your day-to-day client work.What’s included:Complimentary breakfast (bacon roll and coffee)A concise, 1-hour educational seminarCPD-qualifying contentSpaces are limited, so early booking is recommended.Any questions, please contact alice@themoneypartnership.com
- **Event URL**: https://allevents.in/swansea/complex-client-planning-seminar-pension-profit-and-legacy-strategies/100001989544696745
- **Event Categories**: Workshops
- **Interested Audience**: 
  - total_interested_count: 0

## Ticket Details

- **Ticket Price Range**: min: 0, max: 0, currency: GBP

## Event venue details

- **city**: Swansea
- **state**: WA
- **country**: United Kingdom
- **location**: Shaw Trust Building
- **lat**: 51.6485706
- **long**: -3.8527313
- **full address**: Shaw Trust Building, Shaw Trust Building, Swansea, United Kingdom

## Event gallery

- **Alt text**: Complex Client Planning Seminar: Pension, Profit & Legacy Strategies
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## FAQs

- **Q**: When and where is Complex Client Planning Seminar: Pension, Profit & Legacy Strategies being held?
  - **A:** Complex Client Planning Seminar: Pension, Profit & Legacy Strategies takes place on Thu, 21 May, 2026 at 09:00 am to Thu, 21 May, 2026 at 10:30 am at Shaw Trust Building, Shaw Trust Building, Swansea, United Kingdom.
- **Q**: Who is organizing Complex Client Planning Seminar: Pension, Profit & Legacy Strategies?
  - **A:** Complex Client Planning Seminar: Pension, Profit & Legacy Strategies is organized by The Money Partnership.
- **Q**: Who is this event for? Is it right for me?
  - **A:** Complex Client Planning Seminar: Pension, Profit & Legacy Strategies is ideal for professionals, entrepreneurs, startup founders, and networking enthusiasts eager to grow their connections. Whether you're a first-time attendee or a longtime enthusiast in Swansea, this event is thoughtfully curated to deliver a standout experience worth every moment. If Complex Client Planning Seminar: Pension, Profit & Legacy Strategies sounds like your kind of event, don't wait - spots fill up fast.

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