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
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
Didn’t think you’d hear from Mission Control again? Well, we are about to launch a space time capsule into orbit. This capsule will remind us and all future paraplanners of our maiden voyage to Paraplanet, all that we saw along the … Continued
At the beginning of 2021, we asked paraplanners where they’d like us to focus this year. ESG was in the top five topics requested by paraplanners. So, we ran an ESG special in August and included it in our national … Continued
Thank you for joining us at the Paraplanners Assembly x Just new era of retirement workshop. Here’s a few resources to help you build on or share what you’ve learnt The Paraplanner Support page on the Just website is packed … Continued
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
