Effective solutions for IHT planning
Trust solutions
to reduce your client's
IHT liability
Wealth webinar series
Your comprehensive guide
Our new CPD qualifying webinar series will provide a guide to estate planning and retirement planning, bring you up-to-date with the latest developments and introduce you to some examples through case studies.
The 4-part series 'Understanding Estate Planning' takes you through the key points around inheritance tax (IHT), trusts and considerations to help your clients during each stage of estate planning.
The 4-part series 'Understanding Retirement Planning' will provide an extensive overview of the planning process and help you gain a deeper understanding of what is involved.
You can sign up to the series or register for an individual webinar. Our wealth webinars are every Wednesday at 11:00am, or you can watch on demand on our website after the event.
Register for the Estate Planning webinar series
Register for the Retirement Planning webinar series
Our webinar series
'Understanding Estate Planning'
Pensions for estate planning
The pros and cons of using a pension for estate planning
The impact of lifetime IHT charges
Inheritance tax & life assurance solutions
Our webinar series
'Understanding Retirement Planning'
Defined Contribution: Pension Funding Allowances
Annual Allowance Carry Forward, Tapered Annual Allowance and MPAA.
Pension benefit crystallisation events
Understanding benefit crystallisation events, lifetime allowance, protections, tax charges.
Planning around the lifetime allowance
The options advisers have when helping clients who may be faced with a lifetime allowance tax charge.
Taking benefits from defined contribution pension schemes
How to help clients make the most of their DC pension schemes.
Remodelling retirement adviser guide
The path to retirement is changing and with this comes opportunities for advisers.
Find out moreHelpful information
Tech-casts
Technical overviews in under 15minutes
A guide to inheritance tax
Understanding how it works
CPD training
Discover a range of online tools and resources to help you support your clients. For advisers only.