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Financial planning
New to Adviser Edge?
Introducing the Adviser Edge financial planning zone
From client to client, financial priorities vary. We understand that the starting point for any conversation about your clients’ financial future is what they want to achieve. Here, we bring you technical notes, guides and case studies to support these conversations and how you can help each client achieve their goals.
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Topic/ sub category
CPD
17 November 2023
Estate and trust planning
Financial planning
25 minutes
structured CPD
Understanding Discretionary Trusts
Learn what a discretionary trust is, its most common uses and tax treatment
17 November 2023
Estate and trust planning
Financial planning
20 minutes
structured CPD
Understanding Interest in Possession trusts
Gain a comprehensive understanding of posssession trusts and how they are used
17 November 2023
Estate and trust planning
Financial planning
20 minutes
structured CPD
Understanding bare trusts
Explore bare trusts: when they are used and their tax treatment
17 November 2023
Estate and trust planning
Financial planning
40 minutes
structured CPD
Introducing trusts and their uses
Understand what a trust is, how to set one up and the tax treatment of trusts
23 August 2023
Investment and tax
Financial planning
structured CPD
Investment and capital gains tax planning for 2023 and beyond
Understand the impact that current CGT and dividend allowances have for future investment planning and portfolio management for your clients.
20 May 2022
Estate and trust planning
Financial planning
15 min read
structured CPD
Trust Registration Service
Why the Trust Registration Service exists and when to use it
View more
17 November 2023
Estate and trust planning
Financial planning
25 minutes
structured CPD
Understanding Discretionary Trusts
Learn what a discretionary trust is, its most common uses and tax treatment
17 November 2023
Estate and trust planning
Financial planning
20 minutes
structured CPD
Understanding Interest in Possession trusts
Gain a comprehensive understanding of posssession trusts and how they are used
17 November 2023
Estate and trust planning
Financial planning
20 minutes
structured CPD
Understanding bare trusts
Explore bare trusts: when they are used and their tax treatment
17 November 2023
Estate and trust planning
Financial planning
40 minutes
structured CPD
Introducing trusts and their uses
Understand what a trust is, how to set one up and the tax treatment of trusts
23 August 2023
Investment and tax
Financial planning
structured CPD
Investment and capital gains tax planning for 2023 and beyond
Understand the impact that current CGT and dividend allowances have for future investment planning and portfolio management for your clients.
20 May 2022
Estate and trust planning
Financial planning
15 min read
structured CPD
Trust Registration Service
Why the Trust Registration Service exists and when to use it
View more