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:
We'll bring it all together with some case studies and a look at M&G's new tax wrapper comparison tool.
To find out more and register head over to the Assembly's events page.
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.
In additional to his day job with outsourced paraplanning business The Paraplanners, Richard is one of the founding volunteers of the Paraplanners Powwow.
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.
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Check out our series of CPD webinar recordings and support materials on topics such as Trusts, IHT, Tax and CRPs.
Check out our series of CPD webinar recordings and support materials on topics such as the lifetime allowance, IHT and CRPs.
Catch up on the series of CPD webinar recordings and support materials on topics ranging from PROD to building CIPs and CRPs and taxation.