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With so many opportunities for CPD available it's difficult to keep track.

Have you made the most of the CPD-accredited material on offer by our Partner firms? If not you can use the below articles and videos (both structured and unstructured) to ensure you have read and digested material available to you.

 
 
   
 
 
 
 
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Learn about Potentially Exempt Transfers (PETs) and Chargeable Lifetime Transfers (CLTs), their interaction with each other and the impact these gifts have on IHT.   
 
 
   
 
 
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This guide is full of facts to help you research and provide compliant drawdown recommendations, and explains how to mitigate some of the issues and risks involved.
 
 
   
 
 
 
 
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Watch our webinar to hear Elaine Cruickshank, our Tax and Trusts Manager, unravel the complexities of trust and IHT planning and spot new business opportunities.
 
 
   
 
 
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As we approach the Brexit deadline day, Will McIntosh-Whyte discusses why the Multi-Asset team are not looking to take big bets on the outcome, but rather position the portfolios in order to minimise any downside risk whatever the outcome.
 
 
   
 
 
 
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Pension Death Benefit Webinar: Making sure your clients' pensions live on.  Significant changes have been made to pension death benefits in recent years and pensions are now central to intergenerational financial planning.
 
 
 
 
 
 
 
 
Recommending life cover to your clients helps make sure they’re financially protected but does it go far enough?
 
 
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