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CPD content
Article
|
~ 30 Min
FT Adviser
Jan 21, 2025
The rise of co-development in custom model portfolios
To be able to describe some of the features of co-development of model portfolios
To be able to identify factors influencing the construction of a portfolio
To be able to identify the number of funds advisers usually choose from
Article
|
~ 30 Min
Pensions
Jan 20, 2025
Inheritance tax: too many unknowns make it hard to offer bespoke advice
To be able to describe some of the challenges around working out how IHT applies to pensions
To be able to identify any issues relating to annuities
To be able to explain some of the impacts of pension freedoms
Article
|
~ 30 Min
FT Adviser Vantage Point
Jan 17, 2025
How to invest when stagflation happens
To be able to explain the economic concept of stagflation
To be able to describe how different asset classes react in stagflationary conditions
To understand the role of monetary policy in a stagflationary world
Article
|
~ 30 Min
FT Adviser
Jan 16, 2025
Paying into pensions: tax relief, annual allowance and how to deal with charges
Explain how pension contributions qualify for tax relief
Explain how carry forward of unused annual allowances works
Explain what the “chargeable amount” means in the context of the annual allowance charge
Article
|
~ 30 Min
Social care
Jan 14, 2025
How to use flexible trusts to help build later-life security
To be able to describe the use of flexible reversionary trusts for long-term care
To identify the tax benefits of using these trusts
To explain how one trust might be used, in the example
Article
|
~ 30 Min
FT Adviser
Jan 13, 2025
Key points to consider when investing in gold
To be able to describe the various ways to invest in gold
To be able to identify the reasons to invest in gold
To be able to describe some of drawbacks of investing in gold
Article
|
~ 30 Min
FT Adviser
Jan 9, 2025
Can the rise of digital tools improve overall health outcomes in the UK?
Describe the challenges in healthcare that digital tools can address
Explain how insurers can help customers with their digital tools offering
Explain the benefits of digital health tools for employers
Article
|
~ 30 Min
Family law
Jan 7, 2025
How can cohabiting clients protect themselves upon separation?
To be able to describe the differences in financial consequences if different types of couples face relationship breakdown
To be able to identify some of the vulnerabilities of a cohabiting couple
To be able to describe some of the means by which cohabiting couples can protect their interests
Article
|
~ 30 Min
Best practice advice
Jan 6, 2025
What can we learn from the Murdoch family conflict?
Describe some of the challenges with succession in family-run businesses
Identify ways to mitigate some of the uncertainties
Describe the advantages of having a family constitution
Article
|
~ 30 Min
Inheritance tax
Jan 2, 2025
Understanding the main exemptions and reliefs from inheritance tax
Explain how inheritance tax operates
Identify ways to mitigate IHT
Describe some of the restrictions on giving gifts
Article
|
~ 30 Min
FT Adviser
Dec 23, 2024
How to gift wealth to mitigate IHT exposure
To be able to describe some of the rules around gifting
To be able to explain the size of gifts that are free of IHT
To be able to identify the qualifications for gifts out of normal expenditure
Article
|
~ 30 Min
Global economy
Dec 19, 2024
2025 investment outlook: market shifts and growth prospects
Explain how US equities are expected to drive global growth
Describe the outlook for the UK
Describe the expectations for bonds and emerging markets
Article
|
~ 30 Min
Tax
Dec 17, 2024
The tax ‘benefit’ of supporting charities this Christmas and beyond
To be able to describe how gift aid is applied
To be able to explain the tax benefits of making a charitable donation
To identify the IHT advantages of leaving money in one's will to charity
Article
|
~ 30 Min
Equities
Dec 16, 2024
A diversified investment strategy is not just prudent – it is essential
Explain some of the issues around diversification and volatility
Identify the drawback with relying on consenus
Identify the author's views about predictability of certain stocks
Article
|
~ 60 Min
Asset Allocator
Dec 16, 2024
What will 2025 have in store for markets?
To understand the factors affecting whether the AI boom will continue into 2025
To explain the outlook for fixed income in the coming year
To understand the different investment cases for and against India and China in 2025
Article
|
~ 30 Min
Divorce
Dec 12, 2024
Barder events and other ways to challenge a final order upon divorce
Explain what constitutes a Barder event
Describe the process for setting aside financial orders
Identify examples that have a realistic prospect of success
Article
|
~ 30 Min
Inheritance tax
Dec 10, 2024
‘Families should be rethinking their succession plans now’
To be able to describe some of the changes to IHT rules over estates
To be able to explain the impact of including pensions in the estate on the nil-rate band
To identify the issues relating to shares in trading businesses
Article
|
~ 30 Min
Vulnerable clients
Dec 9, 2024
How to have real conversations with clients on vulnerability
To be able to explain some of the misconceptions about vulnerability
To be able to identify how to manage a challenging life event
To be able to describe ways of persuading the client to open up
Podcast
|
~ 30 Min
Vulnerable clients
Dec 6, 2024
Understanding the challenges and myths around Parkinson’s disease
Outline the challenges and myths around Parkinson's
Explain what steps you can take to help clients and get involved
List ways you and your company can develop your understanding of the condition
Article
|
~ 30 Min
Pensions
Dec 5, 2024
Unpacking the planning implications of including pensions in IHT
Explain the impact of including pensions in inheritance tax
Explain the potential problems associated with including pensions in IHT
Explain how advisers should help their clients
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