Paraplanners' Assembly

It’s no secret that top slicing relief offers a powerful method of reducing tax liability by spreading bond gains across each year of the lifetime of the bond. But no matter how experienced a paraplanner you may be, working out the best way to make use of the relief, and getting the top slicing calculations right, can be tricky.That’s why we think this case study investiga

A bit of extra time with Les Cameron following his online Assembly on the post-LTA allowances regime. We ran out of time for Les to deal with a large number of questions in the chat at the main Assembly session, so Richard and Les met up later to address the questions instead.To watch the online Assembly session visit https://www.crowdcast.io/c/beeglny38q63You can listen to th

In a world where even HMRC doesn’t seem too sure what the score is, how can paraplanners get to grips with the new allowances landscape so clients know what they need to know right now?Well you could tune into this recording of our Assembly with Les Cameron on 24 April 2024 for starters.Because M&G Wealth’s head of technical took us on a guided tour of the new allowances re

How will AI affect paraplanners' day-to-day role?Jonny Stubbs of LIFT Financial and Benjamin Fabi from Principled Paraplanning joined host, Richard Allum, for an online Assembly exploring how paraplanners are adapting to - and adopting - AI tools.As well as learning about real-life examples of the role AI is already playing in paraplanning, this Assembly offered participants a chan

With the dust settling on the Chancellor’s Budget, Assembly favourite, Les Cameron from M&G Wealth, joined us to cast his expert gaze over the measures announced and what they mean for advice firms and their clients.Over the course of one lunch-hour, Les explored what Jeremy Hunt’s Budget statement meant for things like inheritance tax, non-dom status, national insurance, l

A special tax year end Assembly combining expert insights and Chat-powered Q&A.Coming just a week after the Budget statement on 6 March, a little over a fortnight before tax year end, and while the Finance Bill from last October’s statement is still making its way through Parliament, it was the ideal time to tune in to what you really need to know as the tax year hits its par

How are other paraplanners feeling about the state of advice in the UK these days? What do they really think about working with advisers? The adoption of technology? How about regulation and The Consumer Duty?The Lang Cat’s Steve Nelson joined us to reveal insights gathered from paraplanners who responded to the research and communications consultancy’s annual State of the Advi

Host Caroline Stuart from Sparrow Paraplanning is joined by Heather Hopkins of Next Wealth to explore how financial advice practices have addressed – and continue to address – the demands of The Consumer Duty.What did we cover?As well as recapping what firms are expected to do about the Duty, Caroline and Heather also considered what they could do thanks to the opportunities it

For what seemed like AGES, low interest rates and low inflation rates gave the impression that the factors affecting a client’s future were pretty predictable.But more recently, roller-coaster interest and inflation rates, combined with pandemics and wars, could leave you thinking that the future is altogether more unpredictable.But is it?Assumptions that are fit for purposeDurin

Have you ever wondered how the transfer of pension or ISA or other investment actually gets transferred? Well now you will.Because Transact’s Sian Ayling and Brian Radbone explain all in this bite-sized Assembly in conversation with host, Richard Allum.In fewer than 15 minutes, they recap the reasons why transfers became a thing in the first place, why it can be hard to predict t