Business Development Updates
Selected for you to access the most valuable content we’ve shared with our adviser community. Here you’ll find a depth of insight and resources to help you and your business.
Helping clients make better use of trust arrangements
It’s now ten years since the 2006 Finance Act changed the landscape for discretionary trusts by introducing three distinct points where an inheritance tax charge could potentially arise (upon entry,...
Investment Markets After the Referendum – You are invited to join our webinar
The “morning after” all our minds will be on the result – and for financial advisers – what it may mean for your client portfolios. Pictet Asset Management is leading...
Help us create the best mix of investment content
We are keen to understand how you develop investment solutions for your clients. How much you rely on external resource and research. How much emphasis you place on fund selection...
Defaqto – Multi Asset Roadshow
One of the biggest trends in the market is the move to multi asset solutions. But which ones? – the choice is wide and here Defaqto have gathered together four...
Para Planning – share your views with a chance to win a Fortnum and Mason Hamper
Whether you are an adviser, a para planner, client support or run your own practice we are interested to hear your views. • What are the key elements in the...
AIM Masterclass
AIM Masterclass webinar on Tuesday 10 May, at 10am - with 1 hour CPD Discover why the Alternative Investment Market (AIM) is packed full of exciting investment opportunities in this...
Why everyone should be talking about estate planning.
More people are sitting on a potential inheritance tax liability, or will do so in the years to come, and are either unaware of it or unsure what to do...
Delighted to announce – A new partner for our CPD Centre
Pictet Asset Management will cover market views each Month via their Barometer review and you can register here>>
TIME Investments – Understanding the Residence Nil Rate Band
After receiving positive feedback from advisers on their appetite to receive further education on the Residence Nil Rate Band (RNRB), our business development team have been on the road delivering...
How do advisers target clients?
FAMR Adviser Home Report –Man v Machine Mk11 Extract 1 – How do advisers target clients? It’s said that since RDR advisers only deal with higher net worth clients –...
There’s still time to register for an Octopus estate planning workshop
Join an Octopus estate planning workshop today – 50 Venues during April, May and June. • Inheritance tax legislation: an overview of the new rules and how they are likely...
Retirement Roadshows and Six Case Studies for you to Download
Accumulation to decumulation – balancing income and capital needs – Book Now To help you help your clients with their retirement decisions – income and capital and the balance between...
