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CPD Corner 15 Jan 19
How can advisers benefit from offering robo-advice?
Learn about the benefits of robo-advice and its primary target market
CPD Corner 8 Jan 19
Drilling down on non-UK trustees and the UK Trust Register
Learn when to register a trust and what details need to be registered
Uncategorised 24 Dec 18
Best wishes for the festive season
We want to wish our readers all the best for the upcoming holidays
CPD Corner 20 Dec 18
How to change the nature of advice conversations with clients
Discover how to change those conversations and the consequences if you fail to make them
CPD Corner 18 Dec 18
Examining the complexities of multi-jurisdictional planning
Work through a real-life case study involving a complicated multi-jurisdictional scenario
CPD Corner 12 Dec 18
The art of succession planning involving mixed domiciles
Understand how to avoid unwanted heirship and ways to limit UK inheritance tax liability
CPD Corner 11 Dec 18
How to explore new methods of efficiency
Understand how operational inefficiencies impact your company
