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    Discover. Connect. Evolve.

    The adviser landscape is changing. Client needs are becoming more diverse, regulation more demanding, and inheritance tax and wider tax planning considerations are now shaping advice conversations much earlier than before. As a result, the long-held assumption that one platform or one portfolio can suit everyone is increasingly being challenged.

    The Binary / Fundment Regional Summer Tour brings this conversation into the room.

    This in-person series will travel across the UK, exploring how advisers can build more flexible, client-led solutions by rethinking platform infrastructure and portfolio construction in the context of tax, estate planning, and real client outcomes. The focus is on moving beyond generic models towards approaches that reflect the full complexity of clients’ financial lives.

    Alongside this, we will share specialist insight into how evolving tax considerations – including Inheritance Tax - are being integrated earlier and more deliberately into the advice journey, and how these can sit coherently alongside platform and portfolio decisions within a holistic planning framework.

    Ola+FL+2

    Featured Locations

    Scotland - Glasgow

    When: Tuesday 23rd June AM
    Where: Malmaison Glasgow, 278 West George St, Glasgow G2 4LL

    Scotland - Edinburgh

    When: Tuesday 23rd June PM
    Where: Malmaison Edinburgh City, 22 St Andrew Sq, Edinburgh EH2 1AY

    East Midlands

    When: Thursday 25th June
    Where: Hilton Hotel, 24 Derby Rd, Derby DE74 2YZ

    London

    When: Thursday 23rd July
    Where: Fundment - 58-60 Berners St, London W1T 3NQ

    Meet Our Speakers

    Sarb Thind

    Head of Sales
    Binary Capital

    Vikesh Thakkar

    Head of Business Development
    Fundment

    Hugo Thompson

    VP & Lead UK Investment Strategist for UK
    Blackrock
    (Only appearing at the London Event)

    Octopus Investments

    Ben Jones

    Global Head of Research
    Invesco

    Speaker TBA

    Glasgow

    Tuesday, Jun 23

    Edinburgh

    Tuesday, Jun 23

    East Midlands

    Thursday, Jun 25

    London

    Thursday, Jul 23

    8:00 – 8:15am

    Arrival & Refreshments

    8:15am – 8:45am

    Session 1

    8:45am – 9:15am

    Session 2

    9:15am – 9:30am

    Break

    9:30am – 10:00am

    Session 3

    10:00am onwards

    Mingle with our speakers

    12:30pm – 12:45pm

    Arrival & Refreshments

    12:45pm – 1:15pm

    Session 1

    1:15pm – 1:45pm

    Session 2

    1:45pm – 2:00pm

    Break

    2:00pm – 2:30pm

    Session 3

    2:30pm onwards

    Mingle with our speakers

    12:00pm – 12:15pm

    Arrival & Refreshments

    12:15pm – 12:45pm

    Session 1

    12:45pm – 1:15pm

    Session 2

    1:15pm – 1:30pm

    Break

    1:30pm – 2:00pm

    Session 3

    2:00pm onwards

    Mingle with our speakers

    2:00PM - 2:15PM

    Arrival & Refreshments

    2:15pm – 2:45pm

    Session 1

    2:45pm – 3:15pm

    Session 2

    3:15pm – 3:30pm

    Break

    3:30pm – 4:00pm

    Session 3

    4:00pm – 4:30pm

    Session 4

    4:30pm – 5:00pm

    Session 5

    5:00pm onwards

    Mingle with our speakers

    Binary Capital, #JPMAM -9414

    AE2+-+1

    Plan Your Trip

    Make the most of your conference experience by planning your trip in advance. Find convenient hotels, book exciting tours, and secure tickets to local attractions — all in one place. Turn your business trip into a memorable getaway.