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7th July 2016

Prudential: Planning matters - preserving the wealth through the generations WebEx day

Register to join our WebExes on 21 July 2016 to help you identify new financial opportunities with your clients. There are four WebExes available for you to attend on the day.

Three of them explore the opportunities arising from trust and estate planning, as well as ‘at retirement ‘ planning.

In the WebExes we use case studies to explain the tax consequences, the planning opportunities, how to keep the administration simple and  control and access.  You might find it useful to read a background to the individuals we cover in the case studies before you attend. You can download these here.

The fourth, and final, WebEx of the day is a  Trustee Investments Masterclass hosted by one of our technical experts.

45 minutes structured CPD available for each WebEx you attend.

You can register and find out more information about the WebExes here.

CPD, Investments, Tax, Trust & ISA, Partner Events

Registration

Free Registration and CPD

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