We’re supporting the Paraplanners Assembly

We know that Paraplanners are crucial to the financial planning process.

So we’re supporting the Paraplanners Assembly - informal gatherings designed by Paraplanners for Paraplanners to exchange views, learn, fix and share things. 

Get to know the Paraplanners Assembly

Introducing the Magnificent Five

We’re working with the Paraplanners Assembly to create this series because we believe you’re the backbone of financial planning. You’ve got an amazing level of technical knowledge and we want to support you in the ever changing financial landscape.   

And better still – all the sessions are CPD accredited!

Online Assembly 5 – Wrappers and Tax

Recap

You’ll receive 1 hour of CPD achieving the following objectives:

  • 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

Take CPD

Event Speakers

Les Cameron

Head of technical, Prudential UK

Les leads Prudential’s technical team. He is a fellow of the PFS, spending time reading, writing and speaking about pensions, tax and trusts to our internal stakeholders, press and financial advisers.

Richard Allum

Managing Director, The Paraplanners

In additional to his day job with outsourced paraplanning business The Paraplanners,  Richard is one of the founding volunteers of the Paraplanners Assembly.

David Lane

Partner and Business Development Technical Director, LGT Vestra

David is a partner and business development technical director at LGT Vestra, joining from AXA where he was a senior technical consultant based in Central London. David specialises in providing technical consultancy services to IFAs, lawyers and accountants focusing primarily on UK pensions, tax and trusts and general financial planning.

Contact David

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