For UK financial advisers only, not approved for use by retail customers. Click here for the customer website.

Upcoming Events

Learn more about our upcoming events

Strategies for managing cash on a balance sheet

Wednesday 7 December, 12pm - 1pm

With today's low interest rates and high inflation, keeping money in the bank comes at a price. And as inflation is high with bank interest rates low, the spending power of cash kept in the bank falls further and further.

Graeme Robb, Senior Technical Manager, M&G Wealth, joins the Institute Chartered Accountants England and Wales (ICAEW). They'll cover the overreaching concerns of directors with regard to surplus cash, the potential impact on Inheritance Tax (IHT) & Capital Gains Tax (CGT), Insurance Bond & Open-Ended Investment Company solutions and also Accounting and taxation issues.

Register for 12pm session here


Big Fat Quiz of the Year 

Thursday 15 December, 10am - 11:30am

Every year our technical team answer lots of questions from Advisers and Paraplanners alike. An annual fixture in our webex programme for several years now, this is a chance for Les Cameron, Head of Technical, M&G Wealth, to turn the tables and ask the questions for a change in his Big Fat Quiz of the Year. Do you know where we are after a final quarter of the year with some "political volatility"? Got your head around Trust Registration Service (TRS) exemptions? What exactly is a vested interest?

Why not join in and test your knowledge on some of the key things the team have been talking about this year and test your knowledge on all those things your peers have been asking? As usual there will be plenty time at the end to fire your questions back in Les' direction.

By the end of the session you will be able to:

  • Describe the key technical issues being encountered by UK Financial Planners

Register for 10am session here

This session qualifies for up to 90 minutes CPD accredited by CII and CISI.