27 July 2022
In our third Assembly we focused on the order in which income tax is applied to different sources.
Hosted by our Head of Technical Les Cameron we covered:
18 May 2022
The learning objectives for this session were:
16 March 2022
We kicked off this year’s Assemblies with the first of a two part series on Trusts. Les Cameron, M&G Wealth’s Head of Technical took the Assembly through how to read a trust deed – exploring the information and key points that paraplanners should look out for including: