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Study room

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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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Talking Technical

Friday 2nd December 2022
This issue’s Technical Connection article looks at JISAs and discretionary trusts
Open-access content
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Q&A - Summer 2022

Friday 2nd December 2022
The CII Financial Assess training package tests your knowledge of key financial topics
Open-access content
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Putting yourself on the map

Friday 7th October 2022
Ian Simons explains how members can get the most out of the Professional Map
Open-access content
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What is a discretionary loan trust?

Friday 7th October 2022
This issue’s Technical Refresher looks at what to do when a client makes a cash loan to trustees
Open-access content
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Another level

Friday 7th October 2022
Manuel Thompson-Oloko examines the new T Levels and finds out how they can help attract talent to the profession
Open-access content
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Future planning

Friday 7th October 2022
Kerry Drysdale examines the benefits of using a cashflow tool in supporting goals-based financial planning
Open-access content
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