Our CPD qualifying series is designed for both those that are seeking an introduction to this area of planning and also for the more experienced later life and estate planners.

The series covers 10 areas of later life and estate planning, each session will clearly define the subject, explain the technical workings and then explore why it represents an advice opportunity.

Topics covered:

  1. Introduction and Inheritance Tax Fundamentals
  2. The Transferable Nil Rate Band
  3. The Residence Nil Rate Band
  4. Will Trusts
  5. Business Relief (Part I)
  6. Business Relief (Part II)
  7. Trust Planning
  8. Trustee Duties
  9. The Incapacitated Client
  10. Post Death Matters

 

Each weekly webinar lasts only 15 minutes and you can choose to watch live or catch up on demand.

Please note, this series is for Financial Advisers and paraplanners only.

 

BOOK NOW