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. 

CGT and dividend allowance changes: what do they mean for bonds and GIAs?

Wednesday 8 February 2023 1pm - 2pm 

What's being covered?

Big reductions in allowances for capital gains tax and dividends announced in last November’s autumn statement invite the question: should we be re-thinking how we use investment bonds and GIAs?

In this lunchtime Assembly online, we’ll be joined by Les Cameron from M&G Wealth to dig into the topic and consider the consequences for paraplanning of the changes. 

Over the course of an hour we expect to cover:

  • the tax landscape and recent changes
  • how the internal tax on investment bonds works
  • pros and cons of each tax wrapper
  • planning opportunities before and after tax year end
  • how rebalancing, bed and ISA, DIMs and self assessment fit into planning

We'll bring it all together with some case studies and a look at M&G's new tax wrapper comparison tool.

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 take the short test using the link provided at the end of the assembly.   

Meet the team

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. 

Neil MacLeod - Technical Manager M&G Wealth

Neil has worked in financial services for nearly 20 years. Before joining Prudential, Neil worked in various roles within a Bank and IFA environment. This has involved providing financial advice to individuals as well as support for advisers in paraplanning and compliance roles. Neil joined the technical team in 2016.

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

2022 Assemblies

Check out our series of CPD webinar recordings and support materials on topics such as Trusts, IHT, Tax and CRPs.

 

2021 Assemblies

Check out our series of CPD webinar recordings and support materials on topics such as the lifetime allowance, IHT and CRPs.

 

2020 Assemblies

Catch up on the series of CPD webinar recordings and support materials on topics ranging from PROD to building CIPs and CRPs and taxation.