Techlink

 

Trusts and taxation support from Technical Connection

Techlink is an online knowledge management platform providing support on tax, pensions, trusts, investments, protection, law and regulations. Provided by independent tax and trusts experts Technical Connection we’re pleased to offer Techlink free of charge exclusively for Nucleus users so that you can add even more value to the services you offer.

Techlink – at a glance

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Techlink Professional

Techlink Professional provides access to information and insight on all aspects of taxation, pensions, trusts and the financial planning process and comes with business class CPD accreditation as well. This service also provides free access to Techlink’s portfolio wrapper selector tool.

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Techlink Communicator

A complete communication service that enables you to keep in touch with your clients. It includes access to bi-weekly pre-programmed client emails for investors, business owners, employees, estate planners and retirees as well as quarterly client and professional connections newsletters.

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Techlink interactive

Techlink provides you with a comprehensive (and searchable) library of information, daily bulletins on developments of relevance to the industry, multimedia learning and professional development tools, and quarterly newsletters for your clients and professional contacts.

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Ask service

Through Ask you will have access to experienced Techlink consultants for complete technical support on tax, legal, pensions, investments and protection issues. The service focuses on how the contracts the industry offer can best be used to solve tax and investment problems.

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Independent

Technical Connection isn’t authorised to carry out investment business and so concentrates on key tax and legal issues as part of the financial planning process. They can therefore work with you to make sure that your clients get the best advice possible.

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Up-to-date information

The range of services available from Technical Connection and its associated businesses are constantly reviewed, monitored and, where necessary, supplemented – so you can be confident that the information is complete and thoroughly up-to-date.

Marta de Gouveia

“Techlink is consistent, thorough and we know we can rely on it. It’s an unrivalled encyclopaedia for financial planners. The wrapper comparison tool is invaluable, the way you can easily record time spent on the site for CPD and the testing facility are great time savers. The email updates alerting to you what has changed are a brilliant help. Techlink also helps settle internal differences of opinion on rulings coming from HMRC etc.”

Marta de Gouveia, Addidi Wealth