HNW Advisor
LEEDS CONFERENCE
Park Plaza Leeds
March 2026
Shaping
the Future
of Wealth Advisory
Secure your place at the exclusive HNW Advisor Leeds Conference, which will bring you up to speed with the latest trends in domestic and international wealth planning. This premier one-day event brings together industry leaders and wealth planning specialists for an intensive program designed specifically for professional advisors to high-net-worth individuals & entrepreneurs.
Led by our distinguished conference moderator, Ken Chapman of Birchin Lane, attendees will gain actionable insights from experts at the forefront of wealth management. Our headline keynote from Michael Crowe, CEO of Finance IOM, will set the stage for a day of strategic discussions and networking opportunities with like-minded professionals.
Secure your ticket today and position yourself at the forefront of wealth management innovation.
Tickets
PCD members receive 25% discount on ticket prices - please enter your discount code when prompted.
Please email us at events@hnwadvisor.com if you would prefer to pay via invoice.
Event Agenda
Our conference chairman, Ken Chapman, will guide us through the content for the day with a series of expert panels.
Morning Session
Arrival, Registration & Networking Breakfast
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Welcome coffee and light refreshments
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Registration and collection of conference materials
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Networking opportunity
08:30
Welcome Address
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Michael Crowe, CEO of Finance IOM
09:15
Wealth Planning for Business Owners
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Strategies for business succession
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Tax-efficient wealth extraction
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Balancing personal and business financial planning
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Q&A session
09:45
UK & International Pensions Update
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Latest regulatory changes
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Cross-border pension considerations
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Investment strategies in the current economic climate
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Q&A session
10:45
Coffee Break
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Refreshments served
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Networking opportunity
11:30
Relocating to the Isle of Man: Practicalities For UK Residents
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Tax implications and benefits
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Residency requirements and process
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Property and lifestyle considerations
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Q&A session
12:00
Afternoon Session
Networking Lunch
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Buffet lunch served
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Networking opportunity
12:45
Succession Planning & Wealth Transfer
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Wealth structuring options
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Family governance frameworks
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Dispute prevention and resolution
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Trust structures and alternatives - FICs; Insurance Bonds
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Q&A session
14:00
Coffee Break
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30 - 16:00 | COFFEE BREAK
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Refreshments served
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Networking opportunity
15:30
Landed Estates and Inheritance: Which Way Now?
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Current inheritance tax landscape
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Agricultural and business property reliefs
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Conservation and sustainability considerations
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Heritage property management
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Q&A session
16:00
Wrap Up & Closing Remarks
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Local Keynote speaker
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Summary of key insights
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Thank you to speakers and attendees
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Information on future events
17:00