Family Fortune Seminar -support for you

  Get your FAMILY FORTUNE seminar CPD certificate & more here….

Thanks for coming to our recent ‘Family Fortune’ seminar. We hope you found it useful. Here’s a reminder of the learning objectives:

  • Pre and post-death gifting for estate planning
  • Intergenerational planning opportunities
  • The potential impact on allowances and personal taxation.

We’ve pulled together a range of material to support the topics covered and you can get your CPD certificate below.

Thanks for coming to our recent ‘Family Fortune’ seminar.  We hope you found it useful. Here’s a reminder of the learning objectives:

•             Pre and post-death gifting for estate planning

•             Intergenerational planning opportunities

•             The potential impact on allowances and personal taxation.

 

Text Box: Your CPD certificate
Just add your name and the date and location of the seminar you attended and either save or print it. You’ll get 90 minutes of structured CPD accredited by the CII and CISI.
                                                                                            Link to CPD doc      
We’ve pulled together a range of material to support the topics covered and you can get your CPD certificate below.Thanks for coming to our recent ‘Family Fortune’ seminar.  We hope you found it useful. Here’s a reminder of the learning objectives:

 

•             Pre and post-death gifting for estate planning

•             Intergenerational planning opportunities

•             The potential impact on allowances and personal taxation.

 

Text Box: Your CPD certificate
Just add your name and the date and location of the seminar you attended and either save or print it. You’ll get 90 minutes of structured CPD accredited by the CII and CISI.
                                                                                            Link to CPD doc      
We’ve pulled together a range of material to support the topics covered and you can get your CPD certificate below.

Your CPD certificate

Just add your name and the date and location of the seminar you attended and either save or print it. You’ll get 90 minutes of structured CPD accredited by the CII and CISI.

Video Support

Family Fortune...Key Points videos

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