An exploration of the factors paraplanners should consider when planning for couples.

Learning objective

During the session we covered…

A large number of clients have an objective to pass their wealth on to the next generation or generations. We explore the issues paraplanners should be thinking of when creating a suitable strategy.

Learning objectives

During the session we covered…

A festive wrap up with a paraplanner quiz to boot.

A team of paraplanners and an expert dissect a case study looking at IHT and the Deed of Variation.

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During the session we covered…

A deep dive into Family Investment Companies.

Learning objectives

During this session we covered…

A refresher on the basics of investing.

Learning objectives

During this session we covered…

A refresher on the basics of investing.

Learning objectives

In this session, we covered…

A team of paraplanners and an expert dissect a case study looking at lifetime allowance.

Learning objectives

In this session we covered…

A deep dive into trusts and how they are taxed.

Learning objectives

In this session we covered…

A deep dive into the Relevant Property Regime

Learning objectives

In this session we covered: