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Dear Wizard Learner,
The current edition of Wizard Learning's monthly CPD service is now available. This month's focus item covers IHT protection solutions and covers the following topics:
Protection solutions to reduce burden of inheritance tax on lifetime gifts
Insuring lifetime gifts
Protecting the residual estate following the lifetime gift
Regular gifting using life policies
Back to back plans
Protection solutions to reduce burden of inheritance tax on residual estate on death
Our CPD provides you with the important key financial news over the previous month in one easy to ready online newsletter. With an online assessment to verify your learning and a printable CPD certificate to evidence your learning.
For more information and corporate discounts see this link.
We can provide you with help to pass all these exams:
Certificate in financial planning: CF1 to CF8, HR1
Diploma in financial planning: J01, J02, J04, J05, J06
Life Office Administration: FA1
Certificate in mortgage advice: CeMAP1, CeMAP2, CeMAP3
Purchase using our multi-buy option and receive a discount of up to 50%, click here for a summary of all products and prices.
If you have any questions or need more information please email mike@wizardlearning.com.
Kind regards
Mike Goldsmith FPFS
Chartered Financial Planner
Cris Glascow FPFS
Chartered Financial Planner
Wizard Learning
www.wizardlearning.com
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