Financial Liverpool - AGM and Prudential's tax year end planning

Thursday, 26 January 2023
12:00 pm – 1:15 pm (UK time)
    • Graeme Robb, Senior Technical Manager, M&G Wealth

Financial Liverpool will hold our AGM where members will be asked to vote and we will then follow with a survey on future Financial Liverpool.

Prudential will then follow with a CPD talk focusing on tax year end planning for direct investor, in light of changes to dividend and capital gains tax.

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.