CPD learning zone
New: CPD learning zone
CPD learning zone is designed to help you boost your knowledge and learn about industry updates, legislative changes, advice on tax planning, and tips to help you when supporting your clients.
This page will host pre-recorded webinars, and recordings of live events, presented by our in-house team of technical experts.
Getting your CPD certificate is easy:
- Register/login following one of the links below
- Watch your chosen video
- Afterwards, complete our short survey
- Your CPD certificate will be emailed to you
Latest CPD webinar
Andrew Tully: Inheritance Tax and pensions: new advice opportunities
October 2025
Inheritance Tax changes are coming with pensions set to be included from 2027. Join Andrew Tully, Technical Services Director, for this session helping you prepare for the fresh planning opportunities to support your clients through the transition.
On demand recordings
August 2025
Julia Peake presents: An advisers guide to taxation of trusts. Although trustee tax liability sits with clients tax advisers, there are aspects of a trust that are important to understand from a financial planning perspective.
March 2025
Julia Peake presents: Following the Labour Budget in October 2024, advice has never been more important. Now is an ideal opportunity to ensure your clients are invested in the most tax efficient way.
Register below to access the CPD content. You only need to register once.
