Considering Cash | M&G Wealth Adviser

Considering Cash

Last Updated: 17 Aug 23 90 min watch

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Les Cameron (Head of Technical, M&G Wealth)
Graeme Robb (Senior Technical Manager, M&G Wealth)

Increased interest rates are raising the question of why should people invest? But there is more to financial planning than investments. What are the considerations for individuals, companies and trustees holding cash directly on deposit, can something better be done?

90 minute video (approximately)     I     Structured CPD accredited by CII and CISI 

Learning outcomes

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

  • Describe the tax implications of cash holdings on individuals, trustees and companies
  • Describe the financial planning considerations for individuals, trustees and companies holding cash
  • Identify how better outcomes could be delivered over direct cash holdings

Claiming your CPD

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