- Which tax wrapper – and in what order?
- DFMs and CGT?
- Doing the CGT sums
- Multi asset funds with tax benefits
Registration opens soon
Events
Ranging from user forums to breakfast series, our events are designed to provide you with information on topical content, to network with your peers and to give you the opportunity to provide us with your much-needed feedback.
Keep checking back to see our upcoming events.
Coming soon
Plan in some CPD webinars, catch up on industry information and research or take us up on the opportunity to discuss your feedback with us. Sign up today or keep an eye out for new dates as we launch them
Assembly 4 - SRI investing
Catch up
Whether it’s content from our exclusive roadshows, or CPD webinars, catch up on what you’ve missed.
Assembly 3 - CRPs
- Meeting your clients' needs?
- Investment pathways, income strategies and maintaining capital
- Cross generational thinking
- Tax efficiencies with allowances and wrappers
Sustainable Investing Online Event
In the first of a series of events focusing on socially responsible investing we’ll be looking at sustainable investing with Royal London Asset Management’s Mike Fox.
Assembly 2 - CIPs
We took a deep dive into the world of CIPs including the pros and cons of different CIPs, how to build one, and more.
Assembly 1- PROD
Watch lang cat’s Mike Barratt, Ascentric’s John Allen and the Powwow’s Richard Allum getting to grips with PROD, segmentation and much more. And don’t forget the session is CPDable – answer our questions to get your certificate.
Sustainable retirement income
We reviewed the challenges that need to be considered to help clients plan for a sustainable income. Our experts offered their insights and shared research on retirement and intergenerational wealth planning.
