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Post learning assessment
Test your knowledge by taking our assessment below. Then claim your CPD certificate.
Claim your CPD Certificate
Complete the form below to secure your Continuing Professional Development (CPD) certificate.
Claim your CPD Certificate
Complete the form below to secure your Continuing Professional Development (CPD) certificate.
Claim your CPD Certificate
Complete the form below to secure your Continuing Professional Development (CPD) certificate.
IHT Roadshow 2026
Get ahead of upcoming IHT changes with our 2026 Roadshow. Practical insights, real-life case studies and CPD for financial advisers.
In January and February 2026, we will be travelling to 10 different locations across the UK to examine the impact of recent Budgets on estate planning.
We are excited to be joined by Claire Trott from Technical Connection and Francesca Gandolfi & Steve McDonald from HSBC Life, who, along with our Strategic Partnership team, will provide valuable insights, real-life case studies and actionable solutions for advisers and paraplanners.
Topics will include
Our events will run from 9am - 1pm, including lunch and breakfast.
Attendance qualifies for two hours of CPD.
Please note: these events are for financial advisers and paraplanners only.
Claim your CPD Certificate
Complete the form below to secure your Continuing Professional Development (CPD) certificate.
IHT Roadshow 2026
Get ahead of upcoming IHT changes with our 2026 Roadshow. Practical insights, real-life case studies and CPD for financial advisers.
In January and February 2026, we will be travelling to 10 different locations across the UK to examine the impact of recent Budgets on estate planning.
We are excited to be joined by Claire Trott from Technical Connection and Francesca Gandolfi & Steve McDonald from HSBC Life, who, along with our Strategic Partnership team, will provide valuable insights, real-life case studies and actionable solutions for advisers and paraplanners.
Topics will include
Our events will run from 9am - 1pm, including lunch and breakfast.
Attendance qualifies for two hours of CPD.
Please note: these events are for financial advisers and paraplanners only.
Claim your CPD Certificate
Complete the form below to secure your Continuing Professional Development (CPD) certificate.
Claim your CPD Certificate
Complete the form below to secure your Continuing Professional Development (CPD) certificate.
Claim your CPD Certificate
Complete the form below to secure your Continuing Professional Development (CPD) certificate.
Claim your CPD Certificate
Complete the form below to secure your Continuing Professional Development (CPD) certificate.
In January and February 2026, we will be travelling to 10 different locations across the UK to examine the impact of recent Budgets on estate planning.
We are excited to be joined by Claire Trott from Technical Connection and Francesca Gandolfi & Steve McDonald from HSBC Life, who, along with our Strategic Partnership team, will provide valuable insights, real-life case studies and actionable solutions for advisers and paraplanners.
Topics will include
Our events will run from 9am - 1pm, including lunch and breakfast.
Attendance qualifies for two hours of CPD.
Please note: these events are for financial advisers and paraplanners only.
Claim your CPD Certificate
Complete the form below to secure your Continuing Professional Development (CPD) certificate.
In January and February 2026, we will be travelling to 10 different locations across the UK to examine the impact of recent Budgets on estate planning.
We are excited to be joined by Claire Trott from Technical Connection and Francesca Gandolfi & Steve McDonald from HSBC Life, who, along with our Strategic Partnership team, will provide valuable insights, real-life case studies and actionable solutions for advisers and paraplanners.
Topics will include
Our events will run from 9am - 1pm, including lunch and breakfast.
Attendance qualifies for two hours of CPD.
Please note: these events are for financial advisers and paraplanners only.
Claim your CPD Certificate
Complete the form below to secure your Continuing Professional Development (CPD) certificate.
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