Paraplanning for couples

Miss out on this discussion about paraplanning for couples? No problem. Watch the replay here. Download the slides here. Useful links Kings College London: Financial advisers’ gender affects their advice to clients. The lang cat live videos

Intergenerational planning: A Paraplanners Guide

In this Online Assembly, we discussed the implications of intergenerational planning paraplanners should be aware of. The topics we covered included: Gifting during life vs gifts made after death Access and control Using the right tax wrappers Trusts Investment strategies … Continued

Paraplanners Assembly x Utmost: 2021

Episode 1: Bond Gain update and planning tips Watch the Online Assembly here Download your copy of the slides here Get your CPD certificate here Episode 2: Relevant Property Regime Watch the Online Assembly here Download your copy of the … Continued