The Paraplanners' Assembly Podcast

Les Cameron of M&G Wealth joined us to explore what the Budget in March 2023 meant for paraplanners, financial planners and clients. Over the course of a lunch hour, as well as fielding questions from paraplanners in the chat, Les talked through the key financial planning questions of the Chancellor of the Exchequer's statement. In particular, Les tackled the changes to lifetime and and annual...

As paraplanners enter their busiest time of year, we invited Transact's head of technical services, Brian Radbone, to share his top tips as we hurtle towards the 5 April tax year end deadline.  In just 13 minutes podcast host, Richard Allum, and Brian cram in top tips that cover pensions, income tax, ISAs, CGT, bonds and IHT. Hosted on Acast. See acast.com/privacy for more information.

With examination season looming, we took a timely tour of the tips and techniques that could give you the edge in your exams. Host, Richard Allum, was joined by two guests: Natalie Dawes  is an Academy Support Adviser with  Bespoke Training Solutions  (or BTS). Natalie provides ‘side-by-side’ learning support that can be adapted to meet the different needs of candidates who are prep...

BONUS EPISODE: Recorded in January 2023, James Jones-Tinsley of Barnett Waddingham joins host, Richard Allum, for a second outing where James translates old pensions jargon into something more understandable for today's paraplanners. Hosted on Acast. See acast.com/privacy for more information.

BONUS EPISODE: Recorded in May 2022, James Jones-Tinsley of Barnett Waddingham and Richard Allum pick their way through the potpourri of jargon associated with old pensions contracts. This turned out to be the first of two episodes on pensions jargon and - who knows? - it may be one of many! Hosted on Acast. See acast.com/privacy for more information.

Big reductions in allowances for capital gains tax and dividends announced in last November’s autumn statement invite the question: should we be re-thinking how we use investment bonds and GIAs? In this lunchtime Assembly online, we were joined by Les Cameron from M&G Wealth to dig into the topic and consider the consequences for paraplanning of the changes. Important: Because Les is talking a...

Tax year end. ALREADY? Yes. But it wasn’t just any old hour’s worth of tax chat (attractive though we know that would be). Because this is about getting in the RIGHT MINDSET for 2023’s tax year end deadline.  Coach and facilitator,  Becca Timmins , is joined by Kez Condy and Jo Parkes from  Navigatus , Zoe Hitchcock from  Crowe UK  and Emery Little’s  Satu Flynn...