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Available on demand

On demand webinarTax-efficient investmentsCPD activity

The Tax Planning Show

Watch this webinar as we take you through some potential scenarios – everything from a client surrendering an investment bond, to a client with a buy-to-let portfolio.

Duration: 1hour 21mins
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On demand webinarBusiness ReliefCPD activity

Estate Planning Show part 1

This on demand webinar covers an overview of the key estate planning strategies, why more clients need your help and an update on inheritance tax legislation.

Duration: 1hour 21mins
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On demand webinarBusiness ReliefCPD activity

Estate Planning Show part 2

This on demand webinar covers clients who could benefit from Business Property Relief, as well as top tips from a compliance expert on how to write cases.

Duration: 1hour 30mins
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CPD webinars

On demand webinarBusiness ReliefCPD activity

Introduction to inheritance tax

Business Development Managers Nick Bird and Steve Godfrey give an introduction to inheritance tax, discussing a number of available estate planning solutions. This session is CPD accredited.

Duration: 54mins
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On demand webinarVenture Capital TrustsCPD activity

Identifying clients who could benefit from a VCT

Business Development Managers Jim Cavey and Peter Marsland give an introduction to venture capital trusts (VCTs) and discuss client planning ideas where VCTs could be used. This session is CPD accredited.

Duration: 38mins
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