Transact Events 2025
Connect events in 2025
Our Transact Connect Events will start up again this month. 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 CEO who will be joined by CDO Andrew Cullen-Jones.
Each session will include a roundtable on a number of topics including:
- Priorities & progress
- A technical roundtable.
- Post budget planning in practice
- Fundscape’s Bella Caridade-Ferreira.
- 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 | Register |
|---|---|---|---|
| 25 November | London | Convene - 155 Bishopsgate | Register Here |
Breakfast Events in 2025
With events hosted by Stuart Fleat, our Head of Distribution, 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 | Register |
|---|---|---|---|
| 15 January 2026 | Reading | Crowne Plaza - Reading East | Register here |
| 28 January 2026 | Colchester | Milsoms Hotel | Register here |
| 4 February 2026 | Norwich | Dunston Hall | Register here |
| 22 April 2026 | Eastbourne | The Grand Hotel | Register here |
| 14 May 2026 | Edinburgh | The Bonham Hotel | Register here |
To register click here.
Thank you and see you soon!
1. Introduction
2. Transact Online (TOL) – Recent enhancements
3. LiveChat now supports client & transaction-specific queries
4. Transact covers UPS delivery charges for cheques
5. Transact supports improvements to industry in specie transfer times
6. Succession planning – keep clients involved
7. The Transact–BlackRock MPS turns three
8. Estate planning with a spousal bypass trust (SBT)
9. Covering the IHT liability in a pension
10. Capital Gains Tax – impact of recent changes and possible reforms
11. Interest on cash
12. Transact events 2025