We’re supporting the Paraplanners Assembly

Paraplanners are crucial to financial planning.

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

Introducing the 2022 Series

We’re continuing to work with the Paraplanners Assembly creating a varied programme of interactive online events, helping you to navigate the hot topics affecting the world of paraplanning.

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!

The order of tax income

What's being covered?

Do you know the order in which income tax is applied to different sources? 

If not, this online Assembly is for you.  And – even if you do – are you really, really sure? 

Either way, we're sure you’ll leave this Assembly even clearer thanks to M&G Wealth’s very own expert , Les Cameron who heads up our Technical team.

During the session he’ll be covering:

  • The 7 steps of a UK Income Tax calculation
  • Allowable deductions
  • Adjusted net income
  • 72% marginal tax rate
  • Allowances
  • Beneficial ordering
  • Tax reducers

Get a head start

Take a look at the case study Les will be running through on the day ready to share what you’d do.

When’s it happening?

Wednesday 27 July 1pm - 2pm 

How do I join?

To find out more and register head over to the Assembly's events page

Get CPD

Each Assembly is CPD accredited and is completely free – for your certificate just head back to this page after the event.  

Meet the CSI team

Les Cameron - Head of Technical, M&G Wealth

Les leads M&G Wealth's technical team who have just been awarded ‘Best Technical Support’ for the sixth year running at the Professional Paraplanner Awards. He is a fellow of the PFS, spending time reading, writing and speaking about pensions, tax and trusts to our internal stakeholders, press, financial advisers and paraplanners. 

Richard Allum - Paraplanners Assembly

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

Upcoming events

To hear about our latest events, just leave us your details and we’ll drop you an email to let you know what’s coming up.

Register here

Catch up on our previous Assemblies

2021 Assemblies

In 2021 we covered a wealth of topics in our Paraplanners Assembly online events, including our new Case Study Investigations sessions where we took a deep dive into subjects that particularly piqued the Paraplanners interest.

2020 Assemblies

We support the Paraplanners Assembly. This series provides you with information to support you in the ever changing financial landscape.