30 November 2022
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 cover:
12 October 2022
We were delighted that Heather Hopkins from NextWealth joined us for our fourth online Assembly of 2022.
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: