II Connect 2025: Highlights

II Connect 2025 fetured pensions, trusts, tariffs & markets, taxes, estate planning, fintech, and debate on the future of products, investments and cross border advice.

Tax & Regulation | 15 May 25

QB Partners’ Gerry Brown sheds light on reservation of benefit case

The executor’s barrister argued that the ‘reservation of benefits’ provisions did not apply

Tax & Regulation | 12 May 25

Just one week to go before II Connect 2025

Key investment speakers include Justin Oliver, Chief Investment Officer, Canaccord Genuity Funds and Nathan Sweeney, Marlborough’s CIO of Multi-Asset

Tax & Regulation | 12 May 25

Two out of three advisers caught up in family bust-ups during IHT planning

Only 11% questioned said they had never experienced any family disputes

Tax & Regulation | 8 May 25

Canada Life guru John Chew to give technical insights at II Connect

Places are rapidly filling up – don’t miss out on John’s expertise on latest planning developments

Tax & Regulation