Estate Planning Guide

Claim your CPD This Guide is accredited for structured CPD by the CISI, PFS and CII and readers of the Guide can claim one hour of CPD for each hour spent reading the Guide, up to a total of four hours. In order to claim structured CPD, readers will need to complete a short online test. Go to intelligent-partnership.com/cpd for more details on claiming CPD. Provide Feedback Intelligent Partnership actively welcomes feedback, thoughts and comments to help shape the development of this Guide. This Guide is produced on a regular basis. Feedback can be given on the website or via email: • Intelligent-partnership.com/feedback • guides@intelligent-partnership.com E-learning Intelligent Partnership has created a series of accredited e-learning courses for regulated advisers, paraplanners, accountants and solicitors that require a recognised level of knowledge and understanding in all areas of Tax and Estate Planning. It’s an area with constantly evolving rules and regulations and changing market dynamics, which is lacking in detail in currently available qualifications. Our Tax and Estate Planning Accreditation includes comprehensive online courses on Business Relief, VCTs, EIS, Gifts and Trusts, designed to further your learning in this complex and often sensitive area. Busy professionals demand a high standard of learning that is convenient to use, up to date and easily accessible. E-learning is the most effective way to reach professionals and the teams that support them. Our e-learning courses contain an engaging mix of written and interactive content, videos, and infographics to enhance the learning experience. Learners get access to a suite of learner resources, including case-studies, calculators, document templates, process flowcharts and decision-making trees. Each course is accredited for CPD by the CII, PFS and CISI for Structured CPD. On completion of the course the learner will obtain the relevant Certificate of Knowledge and Understanding. For more details, please visit: www.intelligent-partnership.com/ e-learning Steps after reading The Tax and Estate Planning Accreditation Participation and feedback are gratefully received Organisations and resources SIFA provides compliance and business support to financial advisers and facilitates professional connections www.sifa.co.uk Chartered Institute of Taxation: The CIOT is the leading professional body in the UK for advisers dealing with all aspects of taxation www.tax.org.uk www.societyoflaterlifeadvisers.co.uk SOLLA helps people in finding trusted accredited financial advisers who understand financial needs in later life www.step.org STEP is the global professional association for practitioners who specialise in family inheritance and succession planning www.lawsociety.org.uk The Law Society is the independent professional body for solicitors The SimplyBiz Group is the largest provider of outsourced regulatory and business support services to the financial services market www.simplybiz.co.uk www.threesixtyservices.co.uk threesixty delivers advice and personalised solutions to over 800 directly regulated IFA practices www. technicalconnection.co.uk Providing consultancy and knowledge management on taxation, trusts, financial products and product development SFE (Solicitors for the Elderly) is an independent, national organisation of lawyers, such as solicitors, barristers, and chartered legal executives who provide specialist legal advice for older and vulnerable people, their families and carers www.sfe.legal