60 min read 30 Nov 22
Planning for small and medium size businesses can often feature in a paraplanner’s role. But guess what? We don’t think we’ve ever explored the issues that affect small businesses – and the people who run them – in an Assembly.
So we’ve decided to fix that. And to help us navigate the topic, Richard Allum from the Paraplanners Assembly was joined by Les Cameron from M&G Wealth.
Whether you already have experience in this area or are new to it we’re confident that this Assembly will be right up your street. Over the course of an hour, we expect to cover:
Hear from the experts on Trusts, IHT, Tax and CRPs.
Hear from the experts on CRPs, tax, IHT, lifetime allowance and more.
Hear from the experts on CIPs, CRPs and more
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