Transact Events 2025
Connect 2025
We will be back in the New Year with dates for our UK-wide events.
Breakfast Events in 2025
Hosted by Glen Sweet (Head of Sales) or Stuart Fleat (National Sales and Sales Development Manager) you can expect:
- Latest tax and relevant regulatory news.
- Engagement with Transact staff and your fellow peers.
- A CPD certificate sent electronically following the event.
The dates for the start of next year are shown below. Please save the date for now!
| Date | Location | Venue | Register |
|---|---|---|---|
| 9 September | Portsmouth | The Solent Hotel | Register here |
| 16 September | Ashford | Eastwell Manor | Register here |
| 24 September | Glasgow | Radisson Blu | Register here |
| 7 October | Buckinghamshire | Crowne Plaza, Gerrards Cross | Register here |
| 15 October | Huntingdon | The Old Bridge Hotel | Register here |
| 21 October | Bournemouth | The Village Hotel | Register here |
Each event will run from 08:30am to around 10:30am with a sit-down breakfast on arrival.
Thank you and see you soon!
1. Introduction
2. TOL Recent Enhancements
3. Removal of Adviser Purchase Related Fees
4. Platform Health Check
5. Adding Value to family Businesses
6. LoA Discounted Service
7. Transact – BlackRock MPS Two Years On!
8. Pensions Death Benefits and a Time For Reflection
9. Pensions, IHT Headaches And The Potential For Gifting
10. Finance Act 2024 and Abolition of LTA
11. Interest on cash
12. Transact Events 2025