Financial planning
Keep up to date with regulation and enhance your business practice
Introducing the Adviser Edge financial planning zone
From client to client, financial priorities vary. We understand that the starting point for any conversation about your clients’ financial future is what they want to achieve. Here, we bring you technical notes, guides and case studies to support these conversations and how you can help each client achieve their goals.
Financial planning courses
Capital Gains Tax Course
94 mins
94
Tax-efficient investment planning
30 mins
30
An introduction to tax wrappers
30 mins
30
What you need to know about top-slicing relief
30 mins
30
Investment and capital gains tax planning for 2023 and beyond
60 mins
60
Income considerations in financial planning
30 mins
30
Introducing trusts and their uses
105 mins
105
Trusts for estate and IHT planning
129 mins
129
Working with trusts and trustees
50 mins
50
Should you top up an existing bond? We explore
10 mins
10
Recording lifetime gifts – why bother
10 mins
10
Should you choose a new trust or top up?
35 mins
35
Important information: This content is directed only to persons having professional experience in matters relating to personal investment (investment professionals and should not be distributed to anybody else. It has been prepared for general information purposes only. It does not constitute advice (whether investment, legal, regulatory, tax or otherwise) provided by Columbia Threadneedle Management Limited. Certain content on this website and materials is based on our own reading of legislation, regulation, or guidance issued by a government or regulatory authority, as at the date of publication, which is subject to ongoing change. Tax treatment is based upon individual circumstances. Columbia Threadneedle Management Limited gives no warranty or representation, whether express or implied, that such content is up to date, complete, or accurate.
Investment professionals using this website and its materials should not rely on any of its content. They remain solely responsible for advising their underlying clients in accordance with their own legal and/or regulatory obligations and for taking their own independent advice as they determine is necessary.
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Columbia Threadneedle Investments is the global brand name of the Columbia and Threadneedle group of companies.