11th May 2020

FundsNetwork’s pension LTA adviser support package

Paul Kennedy and Paul Squirrell, FundsNetwork’s tax and pension experts, discuss the pension LTA and its framework, which was recorded before the lockdown. A planning checklist highlights key considerations when assessing an individual’s pension savings and the impact of LTA through four steps. The package also includes a technical document for professionals and client-friendly guide to aid discussions.

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Tax, Trust & ISA, Pensions, Partner Videos, Partner Guides & Whitepapers

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M&G: Trusts School – Remaining Sessions

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.

M&G: Trusts School – Session 3 reminder

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.

Schroders: 2026 UK Adviser Pulse Survey: Navigating opportunity in a more uncertain world

Insights from our latest Adviser Pulse Survey show how firms are navigating higher volatility through resilient portfolios, broader diversification, and greater focus on tax and estate planning advice.

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