You'll find content that covers:
- Death benefit nominations
- Will technology be the end for advisers?
- Can Inheritance Tax be made easier?
- ESG investing
Readers completing this accredited issue of Oracle can claim 60 minutes CPD towards the CII/PFS member CPD scheme & CISI scheme. Having read this edition of Oracle you’ll be able to:
- Find the best way to register Trusts online before Top Slicing Relief (TSR) arrives
- Give clients clearer direction of pensions that offer selected beneficiaries full flexible death benefit
- See how to match suitable technology with client suitability
To get your CPD certificate you need to visit our Test Centre and take the test. You can find this at: www.prutestcentre.co.uk