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.
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
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.
Hints, tips and tools
Slide Deck
Tax relief modeller
Planning for +£50,000 tax-free annually
Income tax rates and order of tax
Authorised investment funds for individual investors: planning ideas
Tax relief on member contributions
Pension contributions can be a valuable tool in an individual's tax planning
Upcoming events
We’ll soon be announcing our 2021 events programme.
2021 Events
We’ll soon be announcing our 2021 events programme. If you’d like to know what we’re planning just leave your details below and we’ll email you when the programme goes live.
Previous Assemblies
Assembly 2 - CIPs
We took a deep dive into the world of CIPs including the pros and cons of different CIPs, how to build one, and more.
Assembly 3 - CRPs
- Meeting your clients' needs?
- Investment pathways, income strategies and maintaining capital
- Cross generational thinking
- Tax efficiencies with allowances and wrappers
Assembly 4 - SRI/ESG
- Which tax wrapper – and in what order?
- DFMs and CGT?
- Doing the CGT sums
- Multi asset funds with tax benefits
