Off the Road - roadshow special

Off the Road - webinar series

Our webinar series allows you to engage with our Technical and Investment Teams from afar as they deliver a wealth of useful technical and market-related content.

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Tune into 'Off the Road'

Our tour delivers a series of technical and investment webinars straight to your PC, so you can keep adding to your industry knowledge from home or your office.

Whether new to the industry, or an experienced adviser looking for a refresher on some of the finer details, these sessions will put you in a strong position to ensure you’re kept up to date with the latest technical and market changes.

So grab a drink and settle in for some structured CPD time.

How do you register?

Hit the ‘get your access link here’ button and enter your details to complete your registration. You’ll then receive a confirmation email from our team with the necessary event details.

Select a webinar below
Q1 2026 MPS and Funds update
James Flintoft
Head of Investment Solutions
AJ Bell Investments

Our Head of Investment Solutions, James Flintoft and our Head of Investment Research, Paul Angell, will review economies and markets and assess the prospective outlook before providing an update on Strategic Asset Allocation for 2026 and what it means for the AJ Bell Investments range.

This will be an interactive session with the opportunity to ask any questions you have on the presentation or on the service in general.

All scheduled broadcasts qualify for structured CPD.

The value of investments can go down as well as up and your client may not get back their original investment. For professional advisers’ use only. Tax and pension rules apply.

 

About James

Six months of the new Labour Government – the good, the bad and the ugly  
Rachel Vahey
Head of Public Policy
AJ Bell

Six months in and the Labour Government has already created a few waves, including the bombshell Autumn Budget pulling pensions into the inheritance tax regime and the proposals to create ‘megafunds’.

In this webinar, Rachel Vahey addresses both the achievements and the mistakes in financial planning made so far by Keir Starmer’s cabinet, and how this could play out into 2025. Rachel will also touch upon the policy changes AJ Bell believes are needed to develop the right framework for long-term saving, including creating an environment where consumers can feel confident about achieving their long-term goals.

Register for your access link.

The value of investments can go down as well as up, and your client may not get back their original investment. Tax and pension rules apply. For professional advisers’ use only.

 

About Rachel

Trusts
Lisa Webster
Senior Technical Consultant
AJ Bell

In this session, Senior Technical Consultant, Lisa Webster looks at the workings of discretionary and absolute trusts. With case studies to demonstrate when different types of trusts are appropriate, she will cover the role of trustees, tax considerations and other practicalities.

All scheduled broadcasts qualify for structured CPD.

The value of investments can go down as well as up and your client may not get back their original investment. For professional advisers’ use only. Tax and pension rules apply.

 

About Lisa

Onshore bonds and trusts
Joshua Croft
Senior Technical Consultant
AJ Bell

This session provides a clear and practical overview of onshore bonds, covering how they are structured, taxed, and used within financial planning. Especially important in light of frozen allowances and changing tax rules in the new tax year, Joshua will also explore how bonds can combine effectively with trusts for estate-planning strategies.

All scheduled broadcasts qualify for structured CPD.

The value of investments can go down as well as up and your client may not get back their original investment. For professional advisers’ use only. Tax and pension rules apply.

About Joshua

Back to Basics – pensions and divorce
Joshua Croft
Senior Technical Consultant
AJ Bell

Aside from the marital home, pensions are often the biggest asset held but are frequently overlooked or not adequately considered when couples get divorced. Our Senior Technical Consultant, Joshua Croft, will look at the options available for dealing with pensions on divorce, packaged up with practical issues and pitfalls to watch out for.

All scheduled broadcasts qualify for structured CPD.

The value of investments can go down as well as up and your client may not get back their original investment. For professional advisers’ use only. Tax and pension rules apply.

 

About Joshua

Bubbles, bitcoin, and a bitter blow for active management
Laith Khalaf
Head of Investment Analysis
AJ Bell

Laith Khalaf provides a summary of markets as we enter 2025 and asks if the US stock market is in bubble territory. He’ll also be considering whether the case for investing in bitcoin has shifted, as well as looking at a big shake up in the investment trust sector as an activist US investor, Saba, tries to oust the boards of seven trusts. Finally, Laith will be exploring the recent performance of actively-managed funds. Spoiler alert: it’s not pretty. 

Register for your access link. 
 

About Laith

Back to Basics – pension benefits and how they are tested
Lisa Webster
Senior Technical Consultant
AJ Bell

In this session, Senior Technical Consultant, Lisa Webster looks at the options available to clients when accessing their pensions, including an overview of each option, how benefits are taxed, and when and how benefits are tested against the lump sum and lump sum and death benefit allowances (LSA / LSDBA).

All scheduled broadcasts qualify for structured CPD.

The value of investments can go down as well as up and your client may not get back their original investment. For professional advisers’ use only. Tax and pension rules apply.

 

About Lisa

An update on ISAs
Lisa Webster
Senior Technical Consultant
AJ Bell

Changes to ISA rules are planned for April 2027. Although the headlines are around cash ISAs, there are implications for stocks & shares ISAs too. Senior Technical Consultant, Lisa Webster, will explain the current rules as well as looking at what we know so far about the changes coming down the line and what they mean for advisers and their clients.

All scheduled broadcasts qualify for structured CPD.

The value of investments can go down as well as up and your client may not get back their original investment. For professional advisers’ use only. Tax and pension rules apply.

 

About Lisa

Pension death benefits and IHT
Lisa Webster
Senior Technical Consultant
AJ Bell

In this sought-after session, Senior Technical Consultant, Lisa Webster will explore the latest position on death benefits and inheritance tax.

All scheduled broadcasts qualify for structured CPD.

The value of investments can go down as well as up and your client may not get back their original investment. For professional advisers’ use only. Tax and pension rules apply.

 

About Lisa

Back to Basics – pension contributions
Joshua Croft
Senior Technical Consultant
AJ Bell

In this session, Senior Technical Consultant, Joshua Croft will look at pension contributions, covering both member and employer contribution rules and excess contributions. He’ll also touch on the annual, and various other, allowances available, cover carry forward and tax relief, and will finish with some handy deadline reminders.

All scheduled broadcasts qualify for structured CPD.

The value of investments can go down as well as up and your client may not get back their original investment. For professional advisers’ use only. Tax and pension rules apply.

 

About Joshua

Get in touch

Got a question or want to provide feedback? Contact our events team below

Kirsty Zollinger
Kirsty Zollinger
Events Manager
Email Kirsty

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