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Foresight Horizons: Tax-Efficient Educational Series
CPD-accredited, expert-led education to support better client outcomes
Overview
Foresight Horizons provides CPD-accredited educational content for financial advisers, paraplanners and wealth managers.
Through webinars, technical briefings and thought leadership content, the series explores the latest developments in tax-efficient investing, estate planning and wealth preservation.
Horizons been designed to provide practical, evidence-based education to help advisers navigate legislative change, assess planning opportunities and support informed client decision-making in an increasingly complex environment.
The content is designed to support meaningful professional development by:
- Addressing current and emerging planning issues affecting advisers
- Translating complex legislation and technical concepts into practical guidance
- Encouraging critical evaluation of planning approaches and client outcomes
- Providing opportunities for delegates to apply learning to real-life scenarios
- Promoting balanced discussion and expert insight
CPD accreditation
The Horizons programme is accredited by the Chartered Insurance Institute (CII), providing advisers with confidence that the learning activities have been independently assessed against recognised CPD accreditation standards.
Participants can use the content to support their ongoing professional development and maintain their technical knowledge in a rapidly evolving planning environment.
Recent webinars
Uncool Brittania – where next for politics and economics?
Rebecca Harding, Senior Fellow of the British Foreign Policy Group, explores the UK's political and economic outlook, assessing Labour's first two years in government and the forces shaping the country's future. The session examines geopolitical tensions, growth prospects and the increasing disconnect between the real economy, financial markets and political sentiment.
Understanding PI Risk Governance, advice and client outcomes
Foresight and Onyx explore the current PI landscape and the growing importance of governance, due diligence and Consumer Duty in insurer assessments. The session covers what drives underwriting scrutiny, as well as best practice for approaching specialist and tax-efficient investments, including Business Relief.
Preparing for 2027: Pensions, IHT and planning considerations
Rachel Vahey, Head of Public Policy at AJ Bell, explores the evolving role of pensions within inheritance tax planning ahead of the proposed changes from April 2027. The session examines what is known so far, the areas of continuing uncertainty and the practical planning considerations advisers should discuss with clients.
The UK Long Term Residence regime and how it has transformed the previous “non-dom” tax landscape
In this webinar, we are joined by Edwin Coe, who provide a recap of the UK’s new tax regime for internationally connected individuals - introduced in the October 2024 Budget - and outline how it is working in practice.
The session covers the key features of the reforms, their implications for non-domiciled individuals and share insights to help inform adviser conversations and client strategies.
A New Era of IHT: Closing the advice gap
Discover the key findings from our our New Era of IHT research, including adviser opportunities, client challenges and emerging planning trends. Learn about practical strategies to help enhance intergenerational planning conversations, address common client concerns and turn more inheritance tax discussions into meaningful action.
Upcoming CPD-accredited webinars
Local support
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