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

Julia Peake: An advisers guide to taxation of trusts
August 2025

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. 




Guide to taxation trusts webinar

On demand recordings 


May 2025

Andrew Tully presents: With more people paying higher levels of tax, and recent changes to the child benefit for earners between £60-£80,000, pension contributions can be a particularly useful tax planning tool. 


Pension as a tax planning tool session


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. 


Effective tax planning webinar


March 2025

Andrew Tully presents: The big pensions news in the 2024 Autumn Budget was the inclusion of pensions within the Inheritance Tax (IHT) framework from 2027.


Pensions planning and opportunities


January 2025

Julia Peake: Trusts can be a powerful way to help clients take control of their financial future. Watch now and get insights into helping your clients achieve their financial goals.


Helping clients achieve their financial goals

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