Amyr Rocha Lima to Speak at Money Marketing Interactive 2025

We are excited to announce that our Managing Director, Amyr Rocha Lima, will be speaking at Money Marketing Interactive (MMI) 2025.

Amyr will be joining a timely panel discussion titled “Taxing Times: What Pensions and IHT Changes Mean for Retirement Planning”. With Chancellor Rachel Reeves proposing to bring pensions within the scope of inheritance tax, the panel will explore how these potential changes could impact client strategies - and what advisers can do to help clients respond.

Amyr will be presenting on how we are building the Strategic Wealth Portal™ to become the future of back office and platform integration in financial advice firms.

Amyr shared his thoughts ahead of the event:

“If these changes go ahead, they’ll significantly reshape how we think about retirement planning. I’m looking forward to sharing our insights and learning from others tackling this head-on."

This session promises practical guidance and thoughtful discussion at a pivotal time for our profession.

We look forward to seeing many of our peers there and continuing to support positive change in financial planning.

For a more detailed discussion on this topic, please feel free to contact us. Our team are always available to answer your questions and to help you with any of your financial planning needs. Here’s what we offer: A cup of coffee… and a second opinion.

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"Working with them on my long-term financial plan has been a source of comfort since my husband's passing."

Our job is to make sure that every decision you make moves you closer to your goals.

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