1st April 2023
Pru: Gifting and Inheritance Tax
Learn about PETs and CLTs, their interaction with each other and the impact these gifts have on Inheritance Tax in this detailed guide from PruAdviser.
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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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