Paraplanners Assembly Series 2020 – Wrappers and tax

68 min read 18 Nov 20

This event was run in conjunction with the Paraplanners Assembly while the M&G Wealth Platform was known as the Ascentric Platform.

We know that Paraplanners are crucial to the financial planning process.

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

This series titled the Magnificent Five aims to provide you with information and resources to support you in the ever changing financial landscape.

Wrappers and tax

Watch Prudential UK’s Head of Technical, Les Cameron; LGT Vestra’s David Lane and the Paraplanners Assembly's Richard Allum discuss:

  • The operation of tax relief through relief at source pension contributions.
  • The tax treatment of investment income
  • The tax treatment of investment gains and losses

And don’t forget the session is CPD-able – watch the replay and take the short CPD test to get your certificate.