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Certificate of Structured CPD achieved by: Family Fortune 90 minutes This session gave an understanding of: • Pre and post-death gifting for estate planning • Intergenerational planning opportunities • The potential impact on allowances and personal taxation. Where held: Date:

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Page 1: Certificate of Structured CPD achieved by - Pru-Adviser · Certificate of Structured CPD achieved by: Family Fortune 90 minutes This session gave an understanding of: •re and post-death

Certificate of Structured CPD achieved by:

Family Fortune

90 minutes

This session gave an understanding of:• Pre and post-death gifting for estate planning

• Intergenerational planning opportunities

• The potential impact on allowances and personal taxation.

Where held: Date:

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