5 April is fast approaching, visit our tax year end zone to find all the resources you need to maximise the opportunities.
You can also watch our webinar where our technical experts Elaine Cruickshank and Martin Haggart talk about the different financial planning opportunities at tax year end. If you view the webinar you can qualify for 45 minutes of unstructured CPD time, subject to verification.
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.
Build your practical knowledge of bonds with insights into how the market works and the different ways to invest. Evaluate the options available and learn how to compare different investments.
Learn to explain to investors how interest rates are determined, examine the close relationship between interest rates and bonds, and discuss interest rate risk within the context of your investor’s portfolio.
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