Accessing tax-efficient investment options for your clients is more complex than it used to be, so where can you turn? In this webinar LV= will explore what makes the onshore bond such an effective tax planning tool. They will share the latest Smoothed Managed Funds performance, and provide a recap of their recent enhancements to their charges and fund size discounts.
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.
Join Session 3 of our Trusts School series to explore key trust types, when to use them, and the pitfalls advisers need to watch for.
Insights from our latest Adviser Pulse Survey show how firms are navigating higher volatility through resilient portfolios, broader diversification, and greater focus on tax and estate planning advice.
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