 Our last in person CPD events before Tax Year End (for UK advisers only) - some places still available!
Thu 6 Mar: Birmingham - Tax Advantage of Direct Gilts Investing Tue 11 Mar: Edinburgh - Investment Solutions in new tax regime: onshore bonds, unitised funds, GIA portfolios, gilts Thu 13 Mar: York - Tax Advantage of Direct Gilts Investing We hope to see you there! Can't join in person? Find out more about Direct Gilts and register for the playback online webinar here! 
Register for the playback of this CPD webinar
About this CPD webinar In this webinar, we will explore the benefits of investing in direct gilts for high-rate taxpayers, focusing on their tax efficiency, capital gains tax exemption, and low-risk profile. We will also provide insights on building a gilts ladder to optimise returns, manage interest rate risk, and support short- to medium-term financial objectives. Direct Gilts are a smart alternative to cash deposits for high earners Adjusting for tax, the gross yield on certain near-term Gilts is far higher than the best Cash Deposit rates. And for customers sitting on high value deposits, and are worred about FSCS limits, why not invest directly with HM Treasury? DIrect Gilts make sense for higher rate taxpayers: particularly those who have made a business sale and have to plan out their tax liabilties. Investing in Direct Gilts requires technical knowledge But offering a gilts portfolio requires a detailed understanding of the structure of each individual gilts interest - coupon, yield and term. It's why advisers sometimes lose out to bespoke DFMs who can offer HNWI a direct gilts portfolio. Until now... Find out more about DIrect Gilts investing via platforms In this upcoming webinar on Direct Gilts Investment, we show UK advisers how they can offer a direct gilts portfolio or build a "gilts ladder" for their high earner clients via platforms, without the need to refer it away. We also contrast Cash Deposits, Money Market Funds and Direct Gilts. We explain key terms, the tax treatment and finally the research and support we can provide to financial advisers to support their proposition when recommending specific gilts to clients. Please join us for this new CPD module Our Direct Gilts Research for UK Advisers is coming soon... Another solution in the armoury in our effort to be the leading investment consultant that focuses on supporting UK advisers. FYI - we are launching our Direct Gilts research service at end February for advisers. All this will be FREE to our existing clients. For our regular readers who are not yet clients, we would welcome the opportunity to deepen our relationship! Please arrange a consultation or speak to your usual Elston contact. Key findings, and what advisers and policy owners should do next
Watch the replay of this CISI-endorsed CPD webinar In this webinar, we are honoured to be joined by Sir Steve Webb, Partner at LCP and former Pensions Minister 2010-15 overseeing "Freedoms & Choice". Steve will discuss his recently co-authored paper for LCP titled ""The Flex First, Fix Later" pension - is this this the future of retirement?" and earlier paper "Is there a right time to buy an annuity?" Watch the replay of this CISI-endorsed CPD webinar 
Read the full CPD Article on FT Adviser Different objectives and different risks requires a different approach.
Watch the replay of this CISI-endorsed CPD webinar In this CPD module we look at assessing suitability for drawdown and explore sequencing risk, income risk and durability of withdrawal rates.
Watch this CISI-endorsed Elston CPD Webinar
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