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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

19 May 2025 Understanding income tax
19 May 2025 Understanding capital gains tax (CGT)
19 May 2025 Understanding loan trusts
19 May 2025 Understanding interest in possession trusts
19 May 2025 Understanding discretionary trusts
19 May 2025 Understanding discounted gift trusts
19 May 2025 Understanding absolute trusts
19 May 2025 Understanding IHT on lifetime transfers
19 May 2025 Understanding IHT on death
19 May 2025 Understanding triviality and commuting small pensions for cash

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