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Paraplanners' Assembly

Paraplanners' Assembly

Listen to our latest online Assembly PLUS bonus content created to help paraplanners from across the UK learn, fix and share. To join our Assemblies live, look and book for upcoming events at paraplannersassembly.co.uk/events more

PublishesWeeklyEpisodes37Foundeda year ago
Number of ListenersCategories
BusinessInvestingEducationSelf-Improvement

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Artwork for Paraplanners' Assembly

Latest Episodes

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.  more

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8 days ago

A bit of extra time with Les Cameron following his online Assembly on the post-LTA allowances regime.  more

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14 days ago

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? more

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15 days ago

How will AI affect paraplanners' day-to-day role? more

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a month ago

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. more

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a month ago

A special tax year end Assembly combining expert insights and Chat-powered Q&A. more

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2 months ago

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? more

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2 months ago

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. more

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3 months ago

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