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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
Q&A - Spring 2023
Friday 17th February 2023
The CII Financial Assess training package tests your knowledge of key financial topics
Open-access content
Talking technical
Friday 17th February 2023
This issue's Technical Connection article looks at IHT
Open-access content
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
Reaching out
Friday 17th February 2023
Vilma Marques meets our PFS Education Champion of the Year
Open-access content
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
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
Transfer window
Friday 2nd December 2022
"The experts at Technical Connection examine pensions and the overseas transfer charge"
Open-access content
Power planning
Friday 2nd December 2022
The PFS POWER Financial Planning Practitioner Panel unveils a new approach for financial planning
Open-access content
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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