If you’re starting out in paraplanning, this is for you. Our experts share their experiences and knowledge to help you work out your next step.
Learning objectives
In this session we covered…
- What’s the hiring market like right now?
- The trends
- The drivers
- What employers are looking for – the importance of both the right skills and right behaviours
- The challenges aspiring paraplanners face
- How you can increase your experience and set yourself up for success
- What’s the best way to approach a potential employer
- What to expect from the job
- What salary to expect
- The support available
Understand the importance of behavioural science within paraplanning.
Learning Objectives
In this session we covered…
- Influencing advisers
- Applying behavioural principles in client communication
- The EAST framework
- Why picturing their future self tells you more about a client than their income
- Building trust
- The power of ‘pre-suasion’
- Self behaviour tips for dealing with stress
Exploring tax efficient retirement income strategies and keeping CGT in order.
Learning Objectives
In this session we covered…
- What tax matters to consider for pensions
- Which tax wrappers, in what order?
- Keeping CGT in order
- What the DFM has that got to do with CGT?
- Making sense of the numbers with CGT (calculations)
Take a deep dive into the lifetime handling of a bond
Learning objectives
In this session we covered…
- Dealing with an estate
- What tax is due on a bond and who pays it?
- Succession planning
- How a Discounted Gift Trust can be used
- Single life or joint life?
- Using a Loan Trust
- What about the grandchildren?
Looking at how you build and manage your SRI/ESG strategy
Learning objectives
In this session we covered…
- Chargeable event regime
- The power of gross roll up
- Top slicing – basic and advanced
- Update on the Silver case with worked examples
- Bonds vs GIA
Looking at how you build and manage your SRI/ESG strategy
Learning objectives
In this session we covered…
- How to comply with MiFID 2 and FCA requirements
- Tips on discussing this with clients
- Researching this area
- The compromises clients might have to make
- A paraplanner’s experience of building a firm’s process and strategy.
Looking for an introduction or useful refresher on UK tax for savings and especially offshore bonds? Here we take it all the way back to the essentials.
Learning objectives
In this session we covered…
- Overview of different taxes
- UK savings regime
- Structure of bonds
- Taxation of bonds
- Myth busting
- Reasons to use an offshore bond
Active. Passive. Multi-Asset. Evidenced Based. Advisory. Discretionary. There’s plenty of jargon there but what do they all mean? How do they work? Is it possible to work out which one is best?
Learning Objectives
In this session we covered…
- The jargon and what it means
- How do the different investing approaches work
- How do you determine the right approach
Paraplanner productivity hacks and ideas for process improvements.
Learning objectives
In this session we covered…
- Managing your time and your inbox (not just hitting delete)
- To do lists and prioritisation
- The art of delegation
- Tracking time – tools and tips
- How to focus – setting yourself up for success
- Procrastination: How not to!
Explore the basics of ethical investing.
Learning objectives
In this session we covered…
- Understanding the terminology – ethical, ESG, SRI, sustainable etc.
- Navigating the range of products and styles of ESG investing
- The change in attitudes to ESG among companies and investors
- Greenwashing! How can investors combat this?
- How ethical considerations vary for different asset classes and regions
- Pros and cons of the increasing amount of data and ESG ratings available
- Active versus passive in ESG investing, what are the advantages or disadvantages?
- Negative screening
- MIFid II – Discussions with your clients