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Paraplanners Assembly 2024: What do paraplanners need to know following the Budget?

Last Updated: 27 Mar 24 60 min read

With the dust settling on the Chancellor’s Budget, catch up with the Paraplanners' Assembly online. Assembly favourite, Les Cameron from M&G Wealth, cast his expert gaze over the measures announced and what they mean for advice firms and their clients.

Over the course of an hour you explore what Jeremy Hunt’s Budget statement means for things like inheritance tax, non-dom status, national insurance, lifetime allowance, annual allowance and pretty much any other allowance you can think of.

Also, asking how many of the Budget measures trailed in the media in advance of the Chancellor’s speech actually materialised or turned out to be Treasury sleight of hand.

Les Cameron (Head of Technical, M&G Wealth)
Richard Allum (Paraplanners Assembly)

Popular Assembly regular, Les Cameron of M&G Wealth, joined Richard Allum of the Paraplanners Assembly to discuss everything paraplanners need to know following the Budget.

60 minute video (approximately)     

Learning outcomes

By the end of the session, you’ll be able to:

  • Describe the impacts of the Chancellor’s 2024 Spring Budget on financial planning for clients

Download the slides  

Claiming your CPD

To claim your CPD certificate, test your knowledge with the questions below.

Write down your answers to each of the following questions and check your answers when you click to claim your CPD certificate on the link below

A) How much can be invested in the new UK ISA?

  1. £5,000
  2. £20,000
  3. £25,000

B) How much is the employee NI rate being reduced by from 6 April?

  1. 2%
  2. 4%
  3. 13.8%

C) What's the new upper threshold for the High Income Child Benefit Charge?

  1. £20,000
  2. £60,000
  3. £80,000

A) How much can be invested in the new UK ISA?

  1. £5,000
  2. £20,000
  3. £25,000

B) How much is the employee NI rate being reduced by from 6 April?

  1. 2%
  2. 4%
  3. 13.8%

C) What's the new upper threshold for the High Income Child Benefit Charge?

  1. £20,000
  2. £60,000
  3. £80,000

Before collecting your certificate, please take a moment to provide us feedback on this session, please email prudential.distribution.team@prudential.co.uk

Complete the form below and we’ll email your CPD confirmation to you. Please use the email address that you would usually use when contacting us.

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