19 October 2023
Watch Richard Allum of the Paraplanners Assembly and ever-popular Assembly regular, Les Cameron of M&G Wealth, to explore the question ‘What’s going on with the lifetime allowance?’
16 August 2023
Popular Assembly regular, Les Cameron of M&G Wealth, joined the Paraplanners Assembly in something of a follow-up to last November’s online Assembly on financial planning essentials for small businesses.
14 June 2023
Kicking the bucket. Popping your clogs. Pushing up the daisies. No matter how much we tiptoe around saying it, we can’t ignore the fact that two things are inevitable in life: death; andan online Assembly about what happens to tax wrappers when you die.
19 April 2023
Over the course of a lunch hour our audience quiz Les on what the Budget means for paraplanners, financial planners and clients.
22 Feb 2023
Big reductions in allowances for capital gains tax and dividends announced in last November’s autumn statement invite the question: should we be re-thinking how we use investment bonds and GIAs?