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Downing's annual
IHT roadshow:

Equipping advisers beyond the Budget

Following on from the success of our IHT Roadshow last year, we’ll be hitting the road again in January and February 2026, travelling to 10 different locations across the UK to examine the impact of recent Budgets on estate planning.

We are excited to be joined by Claire Trott from Technical Connection and Francesca Gandolfi & Steve McDonald from HSBC Life, who, along with our Strategic Partnership team, will provide valuable insights, real-life case studies and actionable solutions for advisers and paraplanners.

Topics will include

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Our events will run from 9am - 1pm, including lunch and breakfast. 

Attendance qualifies for two hours of CPD. 

Please note: these events are for financial advisers and paraplanners only.

Roadshow- London3-min
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Claire Trott

Claire Trott

Claire has worked in the pensions arena for the whole of her career which has ranged from a financial adviser dealing with pension transfers to helping advisers deal with the complexities of SIPPs and SSAS in a post simplification environment. Her role with Technical Connection continues to build on her ability to communicate clearly with various audiences using a wide array of media.

Francesca Gandolfi

Francesca Gandolfi

 At HSBC, as a Tax and Trust Technical Product Manager, Francesca’s focus is on providing technical guidance on complex estate planning, trusts and taxation, as well as the meticulous management and strategic development of Onshore Bond and Trust products. She works closely with the Business Development Managers across the UK to deliver technical support and insightful presentations on trusts and taxation. 

Steve McDonald

Steve McDonald

Steve’s career spans over 30 years within the Banking and Financial Services sectors. Prior to joining HSBC Life this included senior roles at major UK life assurance companies such as Axa, Royal London & Aviva, private banks, UBS and more recently Brown Shipley together with a number of national IFA businesses, as well as being a director of his own financial planning business.

 

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Agenda

9:00 – 10:00

Arrival and networking breakfast

 

10:00  - 10:05

Welcome

 

10:05 – 10:35

Downing | The Circle of Life

Examining the role of Business Relief and how it can suit a variety of client circumstances to successfully pass wealth through the generations

 

10:35 - 11:05

HSBC Life | The Bare Necessities

The role of trusts, including how these can work as part of a wider estate planning strategy.

 

11:05  - 11:15

Break

 

11:15 – 12:00

Technical Connection | A Whole New World 
Exploring the future of pensions and how advisers may need to adapt ahead of the April 2027 changes.

 

12:00 - 12:15

Panel discussion and Q&A

 

12:15 – 13:00

Lunch

Roadshow schedule

Tuesday 13 January

Liverpool

Hill Dickinson Stadium 

Regent Road, Liverpool L3 0BW 

Wednesday 14 January

Leeds

Headingley Cricket Ground 

St Michael's Lane, Headingley, Leeds LS6 3BU

Thursday 15 January

Manchester

Etihad Stadium 

Etihad Campus, Manchester M11 3FF

Wednesday 21 January

Leicester

Leicester Racecourse 

Leicester Road, Oadby, Leicester LE2 4AL

Thursday 22 January

Birmingham

Edgbaston Stadium

Edgbaston Road, Birmingham B5 7QU

Tuesday 3 February

London

Royal Society for Arts 

8 John Adam Street, London WC2N 6EZ

Wednesday 4 February

Brighton

AMEX Stadium

Village Way, Brighton BN1 9BL 

Thursday 5 February

Bath

Bath Racecourse

Lansdown, Bath BA1 9BU

Tuesday 10 February

Edinburgh

InterContinental Edinburgh 

19 - 21 George Street, Edinburgh EH2 2PB

Wednesday 11 February

Glasgow

1599 @ Royal College 

232-242 St Vincent Street, Glasgow G2 5RJ

We're here to help

If you have any questions, or require any additional information, please contact your local BDM, alternatively please email us at sales@downing.co.uk