All CPD content
When and why you should still use bypass trusts
- Understand when a bypass trust is most suitable to pass on pension assets.
- Explain how the pension flexibility rules and the bypass trust rules can be used to complement each other.
- Identify how you can help clients navigate which is the most suitable route for their beneficiaries.
What can succession within a family business mean?
- Understand the various aspects to consider when it comes to family business succession.
- Explain how to approach succession conversations within family businesses.
- Describe the practicalities of dealing with family succession or a business sale.
Pension death benefits - Everything you need to know
- Understand how pension freedoms rules affected pension death benefits.
- Explain how beneficiaries can access a deceased's pension fund most efficiently.
- Describe how the various rules impact on the tax position of the beneficiary of the pension fund.
What questions should you ask a new client?
- Identify some of the pieces of information advisers should attempt to find out about their new clients
- Explain what to do if the information a new client gives you doesn't tally with their previous behaviour
- Describe how to integrate ESG investing into this process
Creating a multi-asset portfolio for a world of higher inflation
- Learn about how different asset classes perform in an inflationary environment
- Understand how different types of equities perform in an inflationary environment
- Learn the other challenges to investors returns apart from inflation