Time Investments has relaunched its Bite-Sized-Planning webinar series, which focuses on IHT and estate planning.
The series, which comprises 12 CPD-qualifying webinars, will be broadcast in pairs every week over six weeks, kicking off last week (July 16) and will run across the summer. They can be watched live or on-demand.
The new series follows the creation of Time's remote learning webinars, which took place during the Covid-19 lockdown and attracted more than 1,000 participants.
According to Tom Mullard, business line director at Time Investments, the webinars are part of Time's "commitment to support the financial advice profession and help ensure they can meet the increasing needs of their clients".
Each module lasts approximately 20 minutes and will explain the technical workings and explore why it represents an advice opportunity.
The series is designed for both those seeking an introduction to IHT planning, and for more experienced later life and estate planners. Topics range from the residence nil-rate band and trusts, to will provisions, business relief and consumer duty.
The 12 modules are:
- Introduction and Inheritance Tax Fundamentals
- The Transferable Nil Rate Band
- The Residence Nil Rate Band
- Will Trusts
- Business Relief (Part I)
- Business Relief (Part II)
- Trust Planning
- Trustee Duties
- The Incapacitated Client
- Post Death Matters
- Will Provisions and Business Relief
- Consumer Duty.
Mullard added: “Our focus is on building and strengthening our relationships with advisers and paraplanners through excellent service and education.
"The new Bite-Size Planning series is a great example of our investment and commitment to helping them support their clients through advice, knowledge and expertise.”
