The life and times of the lifetime allowance
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?’
Investing for businesses (these days)
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.
Do tax wrappers go to heaven?
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; and an online Assembly about what happens to tax wrappers when you die.
What did the Budget mean for lifetime and annual allowances?
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.
CGT and dividend allowance changes
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?