Events

Using our time effectively is a key skill that we all need. How well do you manage your time? Do you find it hard to prioritise your workload and struggle to meet deadlines? Join this interactive session to learn practical tools and strategies that will enable you to be more effective at managing your time.

3 hours structured CPD This session, which will include updates on the proposed pension changes from April 2027, is for those involved in identifying IHT transactions, calculating the tax due and then looking for ways to mitigate or eradicate the liability, so saving clients (or more often, their beneficiaries) IHT. Target audience Advisers, paraplanners, whether at diploma or Chartered level, active in the estate planning market

If you are nervous about Trusts, this session will build your knowledge and confidence of how to identify different types of trust and how they are used and taxed. Target audience Advisers, paraplanners, whether at diploma or Chartered level

3 hours structured CPD The advice for Investment Bonds will increase as the Government bears down on Capital Gains Tax, so be ready to deal with all aspects of advice on bonds. Target audience Advisers, paraplanners, whether at diploma or Chartered level, active in the estate planning market

This webinar, presented by Alan Chandler, one of the most popular presenters in the UK, will explore the sources of potential claims for both D&O and EPL. and how to put the right cover in place.

This presentation, provided by Alan Chandler one of the most popular presenters in the UK, looks to provide a plain English understanding of what is in a balance sheet, Profit and Loss account and a cash flow statement and how these can be read easily by non-accountants