Forthcoming events
This month
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.
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Free Tuition for Cert CII & DIP CII Subjects
September is that ‘back to school’ time for adults as well as children. Have you been thinking about starting to study for a Dip CII or Cert CII qualification? Or have you passed a few units already but would like tuition in your remaining subjects? If so, this is for you!
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Tax Planning - A Topical Case Study
Nick Edwards from Trustee Support Services will take you through a topical case study touching on all things tax.
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