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Autumn Statement: Key changes

Friday 17th February 2023
Niki Patel highlights key changes and tax planning opportunities for clients following the Autumn Statement
Open-access content
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Q&A - Spring 2023

Friday 17th February 2023
The CII Financial Assess training package tests your knowledge of key financial topics
Open-access content
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Talking technical

Friday 17th February 2023
This issue's Technical Connection article looks at IHT
Open-access content
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Taking a bite out of CPD

Friday 17th February 2023
Simon Webster gives members an update on bitesized learning and other forms of CPD that the PFS offers
Open-access content
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Reaching out

Friday 17th February 2023
Vilma Marques meets our PFS Education Champion of the Year
Open-access content
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This is your captain speaking

Friday 17th February 2023
David Jones explains why good financial planning is just like flying a plane
Open-access content
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Death and taxes: Planning ahead

Friday 2nd December 2022
Niki Patel of Technical Connection takes a detailed look at the benefits of wills and IHT planning
Open-access content
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Transfer window

Friday 2nd December 2022
"The experts at Technical Connection examine pensions and the overseas transfer charge"
Open-access content
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Power planning

Friday 2nd December 2022
The PFS POWER Financial Planning Practitioner Panel unveils a new approach for financial planning
Open-access content
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DofE Bronze Award in personal finance

Friday 2nd December 2022
George Tsounias explains the programme now offered by My Personal Finance Skills to support participants looking to fulfil a skill as part of the Duke of Edinburgh’s Bronze Award
Open-access content
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