Paul Kennedy and Paul Squirrell, FundsNetwork’s tax and pension experts, discuss some important considerations around the initial phase of planning, on establishing the client’s individual lifetime allowance. The package also includes a 4-step planning checklist, a CPD log and a client-friendly guide to aid discussions.
There's still time to join the remaining sessions in M&G's Trusts School series. Build confidence in trust planning conversations with practical guidance, technical insights and CII-accredited structured CPD. The series runs until 16 July 2026.
Build your practical knowledge of bonds with insights into how the market works and the different ways to invest. Evaluate the options available and learn how to compare different investments.
Learn to explain to investors how interest rates are determined, examine the close relationship between interest rates and bonds, and discuss interest rate risk within the context of your investor’s portfolio.
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