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For financial advisers - compiled by our team of experts, qualified in pensions, taxation, trusts and wealth transfer.

CII/PFS accredited CPD

22 April 2025 Pension transfers
22 April 2025 Pension funding
22 April 2025 ISAs, unit trusts and OEICS
22 April 2025 Investment bonds
22 April 2025 Taking pension benefits
22 April 2025 Personal taxation
22 April 2025 Trusts
22 April 2025 Understanding income tax
22 April 2025 Understanding capital gains tax (CGT)
22 April 2025 Understanding triviality and commuting small pensions for cash

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