Transact Events 2025
Connect Events in 2025
Our Transact Connect Events will start in May 2025. At each event you gain access to our Transact leadership team and some of your regional client service operational staff. The events are hosted by Tom Dunbar, our Deputy CEO.
Each session includes a roundtable on a number of topics including:
- Post budget solutions
- Technical Roundtable
- Transact Online & Integrations
- Transact CEO interview
- CEO Q&A.
Attending a Transact Connect event can also count towards CPD.
If you would like a certificate, please request one on the day. Welcome refreshments will be served from 09:00am, with the morning presentations starting at 09:30am followed by a buffet lunch. You can be back in the office for the afternoon.
The dates for our 2025 Connect events are:
| Date | Location | Venue |
|---|---|---|
| 7 May | Birmingham | Hogarths Hotel |
| 4 June | Leeds | Oulton Hall |
| 14 October | Warrington | The Park Royal |
| 5 November | Cardiff | Vale Resort |
| 25 November | London | 200 Aldersgate |
Breakfast Events in 2025
Hosted by Glen Sweet (Head of Distribution) 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.
Each event will run from 08:30am to around 10:30am with a sit-down breakfast on arrival.
The dates for this year are shown below.
| Date | Location | Venue |
|---|---|---|
| 23 April | Eastbourne | The Grand Hotel |
| 30 April | Nottingham | Nottingham Belfry |
| 13 May | Edinburgh | The Bonham Hotel |
| 22 May | Gloucester | Eastwood Park |
| 10 June | Gatwick | Cottesmore Golf Club |
| 18 June | Oxford | Oxford Belfry |
| 25 June | Durham | Ramside Hall Hotel |
To register click here.
Thank you and see you soon!
1. Introduction
2. TOL Recent Enhancements
3. Transact 2025 Charge Reduction
4. Why Some Firms Integrate Directly With Transact
5. Transact & US Trading
6. Succession Planning Update
7. Transact – BlackRock MPS & Growth
8. A Study Of Gifting: Loan Trusts
9. The Name’s Bond: Are Investment Bonds The 007 Of Financial Planning?
10. ISAs – Treatment Of Accounts Following Death
11. Interest On Cash
12. Transact Events 2025