President's Message
Trusts - the estate planner's secret weapon
This presentation will focus on financial planning for later life, delving into the different estate planning needs, the key areas of IHT planning and how Trusts combined with different investment products can assist the Estate Planner.
Tue 15 Oct 12:30 pm – 1:30 pm
Nick Edwards, Trustee Support Services
The CII 2025 Qualifications Brochure is now live
The Chartered Insurance Institute 2025 Qualifications Brochure is now live! The brochure offers a range of qualification options, training programmes and flexible assessments for both current and future insurance and personal finance professionals.
Thu 3 Oct. 2024
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