Paraplanners Assembly 2021 events

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.

In 2022 we’ll continue to support the Assembly on their mission to help Paraplanners to ‘learn, fix and share’, bringing together experts in sessions covering tax, intergenerational wealth and more.  To hear about the programme for 2022 first just leave your details.

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Missed the 2021 sessions?  Catch up below 

Paraplanners Assembly 2021 - Big Festive End of the Year Party

15 Dec 2021

In the last event of 2021 the Assembly put on a party-popping, prize-packed finale

Paraplanners Assembly 2021 - CSI: Paraplanners IHT

24 Nov 2021

The Assembly’s crack team came together to investigate IHT

Paraplanners Assembly 2021 - CSI: Paraplanners LTA

20 Oct 2021

The Assembly’s crack team came together to investigate the Lifetime Allowance

Paraplanners Assembly 2021 - CSI: Paraplanners

30 Jun 2021

The Assembly’s crack team came together to investigate divorce

Paraplanner Assembly Series 2021 – CRPs

31 Mar 2021 

For 2021’s first assembly, Next Wealth’s Heather Hopkins, who researched M&G Wealth’s 2nd annual Centralised Retirement Proposition (CRP) report took us through what’s changed  in the exceptional circumstances of the past year.