8th February 2021
Building value with menu (45 minutes)
45 minutes CPD
In this webinar we take a look at the features and benefits of the menu plan and how to use this holistic protection solution to build value - for your clients and your business.
45 minutes CPD
In this webinar we take a look at the features and benefits of the menu plan and how to use this holistic protection solution to build value - for your clients and your business.
Explore what concentration risk is and why it is important
ISAs offer a tax-efficient way to save and invest; find out what they are and how they work
A summary of some of the wrappers available to investors to maximise tax-efficient returns.