MASTERCLASS SEMINAR AND WEBINARS INFORMATION
Below are details of the presenting companies.
SEMINAR
24th March 2026 - FEIFA/CIFSA Masterclass Seminar, Limassol (Cyprus)
Presenting companies (listed alphabetically) included:
British High Commission: The Role of the British High Commission
British Consul: The changeover from MEU to MUKW
British Defence Attache: Security in the Region
CIFSA : Cyprus update
IDAD: The product is advice
PlutoIFA (IFA admin system): Human-led advice, augmented by AI
Registration opened at 10:00am with tea and coffee available. Presentations commenced at 10:30am and ran to 1:00pm with a complimentary lunch that followed. Then, from 2:15pm, there were more sessions.
There were coffee breaks during both the morning and afternoon sessions and the seminar closed at 4:30pm.
WEBINARS
FEIFA Webinar 1 - 18th March 2026
The companies thast presented included (in alphabetical order):
IDAD
The product is advice
Investment advice is primarily focused on the accumulation phase of investing, but the key for most advisers is how to deal with the decumulation phase – how to direct investments when they need to fund the post-income life of clients. IDAD looked at the challenges facing advisers and how to address them. Importantly, although there seem to be a myriad of product ‘solutions’ the key remains the input of a good financial adviser to guide clients through the most important phase of their investment journey.
LGT Wealth
The impact of currency on portfolio construction & US connected clients
Currency exposure is a critical, and often overlooked, driver of portfolio outcomes. In this session, Adam Burniston, Senior Portfolio Manager, explored how exchange rate movements influence asset allocation, diversification, and overall portfolio risk, and how to integrate currency considerations into strategic portfolio construction. Gary Donald, US Wealth Manager, also examined the unique planning, regulatory, and investment challenges facing US-connected clients.
Oakglen
Iran, Trump and energy markets: Middle East tensions and the global economic fallout
This presentation examined how escalating Middle East tensions involving Iran, amid heightened geopolitical uncertainty, are impacting global investment markets. Jeff Brummette (bio), Chief Investment Officer at Oakglen Wealth, discussed the implications for energy prices, equity and bond markets, inflation expectations, and regional asset allocation. The session offered advisers a structured framework for assessing risks, opportunities and potential market scenarios arising from geopolitical disruption.
This webinar commenced at 10:00am (UK time) and ran until 11:30am.
FEIFA Webinar 2 - 25th March 2026
The companies that presented included (in alphabetical order):
Atlas Life
The great intergenerational wealth transfer and the impacts on financial planning
Across the Western economies, the Great Intergenerational Wealth Transfer refers to the trillions of Pounds and Euros expected to pass from older generations to their children and grandchildren over the coming decades. This shift will reshape how families think about inheritance, taxes, and long-term security. For individuals and financial advisors alike, it means planning earlier, communicating more openly across generations, and designing strategies that protect and grow wealth as it moves from one generation to the next.
At the same time, governments facing growing spending pressures and rising public debt are increasingly focused on inheritance and estate taxes, often described as “death taxes”, as a significant source of revenue. As more wealth changes hands, tax policy is likely to evolve, making thoughtful planning around estates, gifting, and wealth transfer strategies an essential part of protecting family wealth. This presentation will explore all of those themes.
Capital International
Tools, Jewels & Greater Fools
In a world in which the investment narrative has been dominated by AI, they explored the quiet trend that has been more fully rewarding portfolios. As the market attempts to determine the winners and losers in the expensive tech space, the ultimate ‘picks & shovels’ companies with reasonable valuations and wide competitive moats have been at the centre of portfolio performance. Where do we go from here? This presentation addressed that.
Overseas Trust & Pension
Demystifying the Spanish tax position on foreign pensions
This session gave advisers a clear and practical overview of how foreign pension income is taxed in Spain. They unpacked the core rules, key compliance requirements, and common challenges clients encounter. Attendees left with a stronger understanding of Spain’s approach to foreign pension income and how to integrate the benefits of foreign pensions into effective client planning.
This webinar commenced at 10:00am (UK time) and ran until 11:30am.