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Sustainable investing now: Opportunities, threats and what good looks like
Monday 2nd March, 10am-11am
Sustainable investing has moved from buzzword to battleground: regulation is sharper, flows are choosier, and clients expect evidence.
In this CPD qualifying session built for paraplanners and financial planners, we cut through the noise.
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Budget 2025: advice issues and opportunities
Monday 30th March, 10am-11am
This webinar will focus on some of the key measures announced in the Autumn Budget 2025 and the related client advice opportunities. We will also explore what the forthcoming extension of inheritance tax to most unused pensions will mean for personal representatives, pension scheme administrators, and beneficiaries, together with the resulting planning considerations.
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February 2026 | 7