CPD
Financial planning | 15 Jan 19
How can advisers benefit from offering robo-advice?
Learn about the benefits of robo-advice and its primary target market
Tax & Technical | 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
NRI Adviser | 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
Tax & Technical | 18 Dec 18
Examining the complexities of multi-jurisdictional planning
Work through a real-life case study involving a complicated multi-jurisdictional scenario
Tax & Technical | 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