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Q&A - Summer 2022

Monday 13th June 2022
Q&A - Summer 2022
Open-access content
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Technical Q&A Summer 2022

Monday 13th June 2022
Key answers on pilot trusts and salary sacrifice
Open-access content
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Gift ideas

Monday 13th June 2022
Technical Connection explains how using Gift Aid can mean a tax saving for clients
Open-access content
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Remote control

Monday 13th June 2022
Ian Simons provides some top tips for candidates taking remotely invigilated exams
Open-access content
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Powering professionalism

Monday 13th June 2022
Ian Simons explains how the Professional Map and Future Me are aimed at helping financial planning professionals develop the skills and knowledge to thrive in their careers
Open-access content
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Take care

Monday 13th June 2022
Niki Patel examines planning possibilities around the reformed Health and Social Care Levy
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The power of volunteers

Monday 13th June 2022
George Tsounias reflects on Volunteers’ Week 2022 and the positive impact volunteers are having in UK schools through the My Personal Finance Skills initiative
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Trust registration time to act!

Tuesday 15th February 2022
Nick Edwards and John Woolley explain why recent HMRC changes mean advisers should discuss with clients whether their trusts need to be registered
Open-access content
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Planning ahead

Tuesday 15th February 2022
Niki Patel examines tax year-end planning opportunities
Open-access content
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Q&A - Spring 2022

Tuesday 15th February 2022
The CII Financial Assess training package tests your knowledge of key
Open-access content

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