TFAS launches CPD programme for advisers navigating post-Budget tax changes

TFAS Compliance Services has launched a virtual continuous professional development (CPD) and insights programme that looks to help advisers with navigating post-Budget tax changes and supporting nervous clients.

The programme has brought together professionals from Aegon, Tatton, Aviva, Orbis and Momentum in the first phase of its delivery.

It will provide insights designed to support advisers with tackling an increasingly complex industry being shaped by changing policy, legislative reform, and market volatility.

The series will be delivered through live webinars, on-demand sessions, and podcasts, and will address the issues TFAS felt most likely to impact advisers’ business and clients this year and beyond.

These include post-Budget tax positioning, retirement income strategy, core regulatory change, and global market commentary.

The first webinar focused on vulnerable clients, and how to support them while meeting evolving regulatory expectations, and included Just Group, MyCare Consultants, and TFAS.

Further activity in partnership with Rathbones, M&G, and Columbia Threadneedle is planned for Q2 and Q3 2026.

“Advisers continue to provide more advice to more clients and with a number of external factors reshaping a lot of those conversations, advisers are looking to access concise, high-quality support and CPD rooted in real-world advice issues,” commented TFAS Compliance Services chief commercial officer, Richard Ardron.

“Our new programme is built to directly address that need, bringing together leading financial services experts to focus on the most prevalent challenges facing advisers currently, including post-Budget tax planning, market volatility, and evolving regulation.

“By working with some of the industry’s most respected providers, TFAS is offering advisers a rounded view of the landscape - from macro policy change and investment themes through to the practicalities of AML, KYC, and onboarding.”

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