Venture capital investment manager Deepbridge Capital is pleased to announce the launch of its Autumn 2025 Tax Planning Masterclass series, in partnership with leading audit, tax and consulting firm RSM UK. These live, in-person events will take place in Chester and Liverpool, offering financial advisers a timely opportunity to gain practical insights into the evolving tax landscape.
Designed to equip advisers with actionable strategies, these sessions will help support clients through a period of significant fiscal change. With the Autumn 2024 Budget introducing reforms to Inheritance Tax and Business Relief, the need for informed, forward-thinking planning has never been greater.
What to Expect
Each CPD-accredited session will feature a dynamic agenda, including:
- Macroeconomic insights from a special guest speaker on global and UK trends affecting financial planning
- RSM UK on the evolving tax landscape and why “Rachel Reeves is an IFA’s best salesperson”
- Deepbridge Capital on the role of tax-efficient investments in modern financial planning
- Panel discussion featuring Deepbridge, RSM, and guest experts
- Networking opportunities over breakfast and coffee
Whether you’re looking to refresh your knowledge or gain new perspectives, these masterclasses will provide clear, practical guidance to strengthen your client advice.
Event Details
Chester:
Wednesday, 24th September 2025
9.00 am – 12.30 pm
RSM Office, One City Place, Queens Rd, Chester CH1 3BQ
Registration: https://www.deepbridgecapital.com/events/tax-planning-masterclass-chester-event/
Liverpool:
Wednesday, 1st October 2025
9.00 am – 12.30 pm
RSM Office, 20 Chapel St, Liverpool L3 9AG
Registration https://www.deepbridgecapital.com/events/tax-planning-masterclass-liverpool-event
