Our ‘Off the Road’ Spring tour saw our team of experts, including a guest speaker from Canada Life, present valuable content across six regional sessions.
Here’s what you can expect from watching on-demand:
- a short platform and business update, looking at our recent platform developments – including some exciting news on our latest advised product offering;
- an outlook on economies, markets and portfolios for 2025 and beyond from our Investment Director, Russ Mould;
- our expert’s technical roundup, where the focus is on Labour’s first Budget and what it means for your clients’ investments; and
- a discussion on potential opportunities for using investment bonds with advantageous tax benefits, and to outline why they are an important tool to consider in your estate planning.
The value of investments can go down as well as up and your client may not get back their original investment. For professional advisers’ use only. Tax and pension rules apply.
Our views are based on our understanding at the time of recording; March 2025.
This is a recording of broadcast content; it therefore carries no CPD time credits.
Access your region’s recording below:
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