Webinar - Inheritance Tax – Should I Be Concerned?
The presentation will give an overview of the current IHT position in the UK and the common ways it can be mitigated for those who have, or may have, an IHT liability.
Wed 10 Mar 12:00 pm – 1:00 pm
Michael Duffield, New World Financial Group Ltd
Webinar - Sales and Client Retention in the New Normal
Before Covid-19 changed our ways of working we were already moving into the first real hard market in a generation which was always going to result in challenges when dealing with our customers. Throw into the mix almost all communication moving virtual (at least for a while) and this is one of the biggest challenges to our customer relationships we’ve ever seen.
This session will explore communication in this situation, what affects the virtual world is having and how we can get the most out of virtual contact.
Thu 11 Mar 12:00 pm – 1:00 pm
Nick Thomas, Nick Thomas and Associates
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Webinar - CII Examination Techniques Workshop
This one hour workshop (including an opportunity for Q&A) will aid all those who are taking CII examinations.
This interactive course will deal with how to impress the examiner, looking at the different examination terminology and what the examiner expects when they use key phrases.
The workshop will include how to best tackle the Cii diploma examinations which include multiple choice and coursework and the advanced diploma examinations which are now coursework only.
We will also explore how and where are the best places to reference and how to manage the word count understanding what constitutes too little and too much.
Wed 03 Mar 12:00 pm – 1:00 pm
Alan Chandler,
