These CPD compilations are made up of a few articles covering topical areas, which are useful when considering your clients financial planning. Our CPD compilations offer structured CPD. To qualify for this, once you've read the articles, go to the Testing Centre to answer some questions and receive a certificate.
Inheritance Tax – 30 minutes structured CPD
If you’re advising clients with a potential Inheritance Tax (IHT) liability and recommending lifetime gifts, it’s important to understand how they’re classified for IHT purposes, how they interact with each other and if any relief will apply on death.
Pension Death Benefits – 65 minutes structured CPD
When advising clients on potential death benefits from pensions and annuities, it’s important to understand what options are available, the rules surrounding these options and the tax implications.
Bond Taxation – 65 minutes structured CPD
Whether you’re recommending an investment bond for your client, or advising them to encash one, it’s important to understand how bond gains are taxed. Over the last ten years or so there’s been various changes to savings rates and allowances as well as some alterations to HMRC guidance on how top slicing relief works. These have all affected how bond gains are taxed, so it’s essential to make sure your knowledge is up to date.
Tax Relief and Annual Allowance – 35 minutes structured CPD
Have your clients maximised their pension savings? Need a quick reminder of the tax relief and Annual Allowance rules?
Pensions and Divorce – 33 minutes structured CPD
Going through a divorce is a difficult time, both emotionally and financially. Good financial advice can bring benefits, not only when splitting the material assets, but also in the future where retirement takes place.