3rd May 2022

Ingenious webinar: Improving client outcomes with IEP Apex

Join us next Thursday, 28 April to learn how IEP Apex – the only BR service with no-cost IHT cover built in – can help you improve outcomes for your clients and their beneficiaries.

In the session, we’ll look at practical examples of how recommending IEP Apex for your clients can reduce uncertainty and maximise the wealth they pass on to their beneficiaries. And we’ll look at how these positive client outcomes can ultimately help you build relationships and contribute to retaining intergenerational business.

Thursday 28 April, 11 – 11:45am

Tax, Trust & ISA, Partner Events, Investments, Panacea Webcasts

Registration

Free Registration and CPD

Pensions and IHT - the final (ish) chapter

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).

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.

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.

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