We know that Paraplanners are crucial to the financial planning process.
So we’re delighted to support the Paraplanners Assembly - informal gatherings designed by Paraplanners for Paraplanners to exchange views, learn, fix and share things.
This series titled the Magnificent Five aims to provide you with information and resources to support you in the ever changing financial landscape.
Wrappers and tax
Watch Prudential UK’s Head of Technical, Les Cameron; LGT Vestra’s David Lane and the Paraplanners Assembly's Richard Allum discuss:
- Understand the operation of tax relief through relief at source pension contributions.
- Understand the tax treatment of investment income
- Understand the tax treatment of investment gains and losses
And don’t forget the session is CPD-able – watch the replay and take the short CPD test to get your certificate.