Paraplanners' Assembly
By Paraplanners' Assembly
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Category: Investing
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Episodes: 37
Description
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
Hosted on Acast. See acast.com/privacy for more information.
| Episode | Date |
|---|---|
|
CSI: getting to the bottom of top slicing relief
|
May 02, 2024 |
|
Bonus Q&A: Les Cameron's guide to the new allowances landscape
|
Apr 26, 2024 |
|
Les Cameron’s guide to the new allowances landscape
|
Apr 25, 2024 |
|
Paraplanning in the Age of AI
|
Apr 11, 2024 |
|
What do paraplanners need to know following the Budget?
|
Mar 28, 2024 |
|
A special tax year end Assembly
|
Mar 14, 2024 |
|
The state of the paraplanning nation
|
Feb 29, 2024 |
|
The Consumer Duty: how’s it going so far?
|
Feb 01, 2024 |
|
Is it time to challenge your assumptions about planning assumptions?
|
Dec 19, 2023 |
|
What happens at a platform when you transfer pensions and investments?
|
Dec 07, 2023 |
|
A bite-sized Assembly on rebalancing (from a platform's point of view)
|
Nov 30, 2023 |
|
A bite-sized Assembly on forecasting
|
Nov 23, 2023 |
|
Property, pensions and paraplanning
|
Nov 16, 2023 |
|
A bite-sized Assembly on what happens when you place a trade on a platform
|
Nov 09, 2023 |
|
A bite-sized Assembly on sequencing risk
|
Nov 02, 2023 |
|
A plain English guide to old pensions jargon: part three
|
Oct 26, 2023 |
|
The life and times of the lifetime allowance
|
Oct 19, 2023 |
|
A bitesized Assembly on asset allocation
|
Oct 12, 2023 |
|
A bite-sized Assembly on modern portfolio theory
|
Oct 05, 2023 |
|
Assessing capacity for loss (and why it’s so important)
|
Sep 28, 2023 |
|
A paraplanner's guide to neurodiversity
|
Aug 24, 2023 |
|
Investing for businesses (these days)
|
Aug 17, 2023 |
|
What role can discounted gift trusts play in inheritance tax planning?
|
Jul 13, 2023 |
|
Loan trusts: a surprisingly flexible friend of inheritance tax planning
|
Jul 06, 2023 |
|
The stealthy Budget: how personal tax changed in April and what to do about it
|
Jun 29, 2023 |
|
Do tax wrappers go to heaven?
|
Jun 15, 2023 |
|
The realities of retirement income: clients, case studies and consumer duty
|
Jun 09, 2023 |
|
Getting real: the new practicalities of retirement income planning
|
Jun 01, 2023 |
|
Why is it all kicking off in the world of retirement income planning?
|
May 25, 2023 |
|
What difference will the consumer duty make to client communications?
|
Apr 26, 2023 |
|
What did the Budget mean for lifetime and annual allowances?
|
Apr 19, 2023 |
|
Top tips for tax year end
|
Mar 06, 2023 |
|
A timely dip into exam techniques and revision tips
|
Mar 01, 2023 |
|
A plain English guide to old pensions jargon: Part two
|
Feb 28, 2023 |
|
A plain English guide to old pensions jargon: Part one
|
Feb 28, 2023 |
|
CGT and dividend allowance changes
|
Feb 22, 2023 |
|
Get into the right headspace for tax year end
|
Jan 20, 2023 |