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RDR Professionalism and the threesixty Faculty

Over the last few months threesixty services has been looking for ways to help client firms achieve a level 4 qualification and comply with the RDR requirements for professional standards. As a result, threesixty is making a number of significant enhancements to its financial services faculty.

With effect of the 1st May; ‘Buddy Study Sessions’ will be held in the afternoons of threesixty Key Issues Seminars and a bank of sample questions will be available on the threesixtys  client website.

threesixty is providing candidates with a ‘question spotter’ service highlighting the questions most and least likely to arise in the next round of exams based on a review of past papers. This service pays particular attention to areas of the syllabus which crop up most frequently and those where students have historically lost marks.  This is one of a range of services provided via a dedicated part of threesixty’s client website.

If all this wasn’t enough, threesixty is providing a ‘Guide to exam technique’ and specially negotiated discounts with the CII, strictly to threesixty clients.

David Ingram, Partner of threesixty services said “We think that it is important that advisers have a choice of qualifications to aim for. Learning styles, study technique and even available time will differ and we think that all of these qualifications will appeal to some advisers so our approach is to provide support for every option”

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If you're interested in any of our services or have further questions why not speak to one of our Client Account Managers?

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Alternatively call us on 08707 360360 or email info@threesixtyservices.co.uk.

IHT Demystified

The introduction of the transferrable nil rate band in the last Pre Budget has introduced a host of new confusions around inheritance tax planning.
 

Does everyone get it?

 

How is it calculated?

 

How is it claimed?

 

Are will trusts dead?

IHT guide

 

threesixty has revised its IHT guide 'A threesixty View on the Basic Principles of Inheritance Tax’ which provides answers to these new questions as well as all the old questions around pre and post 2006 trusts and many more.

If you would like to receive a copy of the guide please email robert.cain@threesixtyservices.co.uk stating your firm name and your preference for a printed copy or a PDF.