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Knowledge Direct – our dedicated technical financial planning resource
Daniel Woodnutt – Platform Specialist
Tuesday 27 February 2018
Tax year end can be a busy time of year. To maximise the opportunities available to you and your clients during this period we have a range of tools and initiatives that can help.
Join us on our webinar to learn about:
Jim Jarvie and Ian Browne
Wednesday 28 February 2018
An increasing number of pension clients are having their pension fund withdrawals impacted by emergency tax. Good advice can make a substantial difference to their income and mitigate the problem of having to reclaim tax that has been overpaid.
Mark Gaskell – Platform Specialist
Tuesday 6 March 2018
Want to breeze through capital gains tax (CGT) calculations for your clients? Our CGT tool, which is fully integrated into our platform, can help significantly with your tax planning process.
Michael Jaggard – Platform Specialist
Tuesday 13 March 2018
Tuesday 20 March 2018
We pride ourselves on having a platform that is simple and easy to use. Our ISA and CIA application processes allow you to submit client applications in a matter of minutes, helping to put time back into your business.
Tuesday 27 March 2018
Tuesday 3 April 2018
Tuesday 10 April 2018
The Retirement Income Explorer tool helps provide the answers you need for retirement income planning, enabling you to detail your clients' current and future income needs, assets, expenditure, and expectations. Using a sophisticated stochastic modeller, you can bring to life a range of probable outcomes based on realistic forecasts.
Graham Folley and Stuart Clark
Wednesday 18 April 2018
Graham Folley, Investment Specialist at Old Mutual Wealth, will be joined by the portfolio manager Stuart Clark to give an update on the portfolios and discuss:
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