Do you know the order in which income tax is applied to different sources?
If not, this online Assembly is for you. And – even if you do – are you really really sure? (Like, really?)
Either way, we’re sure you’ll leave this Assembly older (by 60 mins) but wiser thanks to our guest, M&G’s Les Cameron.
Les will be a familiar face to many Assembly participants and his most recent appearance was May’s Case Study Investigation: IHT and Trusts.
Learning objectives
During the session we covered…
- The 7 steps of a UK Income Tax calculation
- Allowable deductions
- Adjusted net income
- 72% marginal tax rate
- Allowances Beneficial ordering
- Tax reducers
Long term care and what paraplanners should know about it
Learning objectives
During the session we covered…
- Powers of Attorney
- Working with attorneys
- Care fees planning case studies
Are you up to date with your top slicing relief knowledge.
Learning objectives
During the session we covered…
- Chargeable event gains
- Simple top slicing relief calculation
- Where dividends are paid What to do with more than one gain
Long term care and what paraplanners should know about it
Learning Objectives
During the session we covered…
- Appreciating the divide between health and social care
- Recognising how care needs and financial assessments work
- The privately funded options for care funding
- Evaluating the issues of possible deliberate deprivation of assets
Long term care and what paraplanners should know about it
Learning Objectives
During the session we covered…
- Assessing the size and potential for advice in the care market
- Analysing the longevity and demographic issues in the UK
- Evaluating the government proposals for dealing with health and social care
You don’t come across SSAS very often, but when you do you need to know what you’re doing with them. We can help with that.
Learning Objectives
During the session we covered…
- Who they are suitable for?
- How they work – SSAS
- SSAS versus SIPP
- Loan back and self investment
- Planning tips
Brian Radbone of Transact and Richard Allum of The Paraplanners discuss how new regulations designed to prevent pension scams will affect advice professionals and providers dealing with pension transfers.
James Jones-Tinsley of Barnett Waddingham and Richard Allum pick their way through the potpourri of jargon associated with old pensions contract.
A team of paraplanners and an expert look at three cases studies with IHT and trusts at the heart of them.
Learning objectives
During the session we covered…
- The client’s background and objectives
- The most important facts and issues
- The various options A potential solution with rationale
Many paraplanners may never have worked on an annuity or have less experience since pension freedoms came in. In this session, we cover the basics of guaranteed income.
Learning objectives
During the session we covered…
- The basics of guaranteed income
- Underwriting
- How annuities have evolved
- Comparing to drawdown
- Planning and research
- Regulation