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!

This follows up on our kick off session on Trusts

What's being covered?

In our first session we covered the basics of reading a Trust deed.  If you missed it you can catch up here.

Now, in part 2 we’re returning to our popular CSI (Case Study Investigation) format, with a focus on IHT and Trusts. Our panel of paraplanners will dissect a real-world planning scenario and come up with their solution.  

Then, our regular expert hosts, M&G Wealth’s Head of Technical and the Paraplanners Assembly’s Richard Allum will then give their ‘post-match analysis’ giving you the opportunity to get answers to your burning questions.

What’s under the microscope? 

We’ll be covering these learning objectives:

  • Understand the key building blocks of an IHT strategy
  • Planning considerations when using standard insurance company trusts
  • Explain the operation of standard insurance company trusts

Get a head start and read the case study.

When’s it happening?

Wednesday 18 May 1pm - 2pm 

How do I join?

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 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. 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. 

Alyson Brooker – Paraplanner at The Paraplanners.

A graduate in Law from the University of Edinburgh, Alyson had originally planned to embark on a career practicing law but, despite achieving a Diploma in Legal Practice, she soon caught the paraplanning bug. Today, Alyson is a Chartered Financial Planner. Alyson’s background in law has particularly helped hone her skills in trusts, estate planning and general tax planning.

Andy Marshall

Starting his career in financial services 20 years ago at a former building society, Andy’s career has taken him via a high street bank to the independent advice sector as an advisor focussing on mortgages, to finally putting his report writing skills and technical knowledge to work as a paraplanner.

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.