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' 

Effective solutions for IHT planning

Trust solutions
to reduce your client's
IHT liability

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Pensions for estate planning

The pros and cons of using a pension for estate planning

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The impact of lifetime IHT charges

Inheritance tax & life assurance solutions

Watch on demand

Our webinar series
'Understanding Retirement Planning' 

Defined Contribution: Pension Funding Allowances

Annual Allowance Carry Forward, Tapered Annual Allowance and MPAA.

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Pension benefit crystallisation events

Understanding benefit crystallisation events, lifetime allowance, protections, tax charges.

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Planning around the lifetime allowance

The options advisers have when helping clients who may be faced with a lifetime allowance tax charge.

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Taking benefits from defined contribution pension schemes

How to help clients make the most of their DC pension schemes. 

Watch on demand

Remodelling retirement adviser guide

The path to retirement is changing and with this comes opportunities for advisers.

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Helpful information


Technical overviews in under 15minutes

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A guide to inheritance tax

Understanding how it works

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CPD training

Discover a range of online tools and resources to help you support your clients. For advisers only.

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