Wednesday 18th May 2022
Online
1 HRS 8 MINS
A team of paraplanners and an expert look at three cases studies with IHT and trusts at the heart of them.
During the session we covered…
Les leads the M&G Wealth Technical Team working to maintain their position as one of the most widely respected technical support units in financial services.
A fellow of the PFS, Les spends his time reading, writing and speaking about pensions, tax and trusts to our internal stakeholders, press, paraplanners and financial advisers.
A graduate in Law from the University of Edinburgh, Alyson had originally planned to embark on a career practicing law but, despite achieving a Diploma in Legal Practice, she soon caught the paraplanning bug. Today, Alyson is a Chartered Financial Planner. Alyson’s background in law has particularly helped hone her skills in trusts, estate planning and general tax planning.
Starting his career in financial services 20 years ago at a former building society, Andy's career has taken him via a high street bank to the independent advice sector as an advisor focussing on mortgages, to finally putting his report writing skills and technical knowledge to work as a paraplanner.
M&G Wealth have created a page on their website where you can download the case study, the solutions, resources AND complete a brief test to obtain your CPD certificate for taking part. To visit, just tap the link below.
