FundsNetwork have launched a dedicated support zone to help you communicate the benefits of investing to your clients and remind them about their annual allowances. You will find all the material you need to help support your business during this busy time, including FundsNetwork client Guide to Pension and ISA allowances.
There’s a little under 8 months to go until most pensions fall into the IHT net. Register for the next Tech Matters event on 20 Aug 26 at 10am with Les Cameron (Head of Technical, M&G).
There's still time to join the remaining sessions in M&G's Trusts School series. Build confidence in trust planning conversations with practical guidance, technical insights and CII-accredited structured CPD. The series runs until 16 July 2026.
Join Session 3 of our Trusts School series to explore key trust types, when to use them, and the pitfalls advisers need to watch for.
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