CONTENTS
44 Business relief , the residential nil-rate band and discretionary trusts / PETs An overview of these important estate considerations from Blackfinch Investments
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LATER LIFE PLANNING
28 An introduction to abridged advice , for DB pension transfers Aviva provides an overview of the difference between full and abridged advice
29 Using an AIM IHT ISA to make ISA wealth IHT-free Take a look at this important area of IHT planning with Puma Investments
30 DIY wills A case law update from APS Legal & Associates
32 Pensions and divorce Embark Group discusses the key considerations for advisers
34 Helping your clients spread a little kindness How to guide your clients in preparing for their family ’ s future from Aegon
INVESTMENTS
The main principles of ESG investing
36 Three tips if you ’ re new to inheritance tax investments Octopus Investments talk to Mark Greenwood of SimplyBiz about what practical steps you can take to write this business
38 Our new investment services have everything you need Providing you with access to expert research , market leading planning tools and dedicated investment support
42 UK companies : why now ? Axa Investment Managers asks if 2021 could be a breakout year for UK equities
46 2020 : Words for an unprecedented year What words stand out for Verbatim from the last 12 months ?
48 An active core you help you sleep at night BMO GAM warns against fading stars and complex strategies that don ’ t deliver when looking at multi-asset investing
TECHNOLOGY IN YOUR BUSINESS
50 Do more with the new Centra Discover the new features in our market-leading , end-toend financial planning tool
54 Remain compliant in a rapidly evolving AML landscape Taking a look at how SmartSearch can help you give you piece of mind
56 Data management for better business How Intelligent Office can help you harness the data you hold in your business
58 What next for adviser efficiency ? Nucleus looks at how financial services needs to change to continue to meet customer needs
PROFESSIONAL AND PERSONAL DEVELOPMENT
60 Events programme Find out what we have in store for your ongoing CPD in 2021
62 Your learning – your choice Introducing MyLearning from SimplyBiz
New training workshops for 2021 !
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